Michael Richard Mazzella

Employer firm

Dynamic CRD 151367

$5.64B regulatory AUM 56 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2000 → Present
  Benefixx Llc
  Scottsdale, AZ
• 08/2016 → 05/2019
  Lpl Financial, Llc
  Scottsdale, AZ
• 08/2016 → 07/2019
  Householder Group Estate & Retirement Specialists
  Scottsdale, AZ
• 05/2019 → Present
  Mazzella Estate & Asset Management, Llc
  Scottsdale, AZ
• 01/2026 → Present
  Mazzella Estate & Asset Mgmt, Llc Dba Dynamic Wealth Advisors
  Phoenix, AZ

Previous Registrations

• 2019-06-17 → 2026-08-03
  Mazzella Estate & Asset Management, Llc
  Scottsdale, AZ
• 2016-09-07 → 2019-07-24
  Householder Group Estate & Retirement Specialists
  Scottsdale, AZ
• 2012-02-03 → 2016-08-23
  Sii Investments, Inc.
  Scottsdale, AZ
• 2011-11-17 → 2012-01-20
  Householder Group Financial Advisors, Llc
  Scottsdale, AZ

Other Businesses

1) 08/23/2016: Benefixx LLC - Insurance Agency - Investment Related - 8283 N. Hayden Rd, Suite 135, Scottsdale AZ 85258 - Start 01/01/2001 - 10% Time Spent

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-10
• S63 Uniform Securities Agent State Law Examination
  1987-02-02

Designations

• Chartered Financial Consultant

Other Names

• Mike Mazzella
• Michael Richard Mazzella
• Michael Richard Mazzella