AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MM

Michael P. Mazzei

TRINITY STRATEGIC WEALTH | President
TULSA, OK 74136
Some features on this profile are disabled
CRD#: 2023546
MM

Professional summary

Michael Paul Mazzei, CFP® is a registered financial advisor currently at TRINITY STRATEGIC WEALTH located in Tulsa, Oklahoma.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Michael has worked at 5 firms and has passed the Series 65, Series 63, Series 72, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

What are your service offerings?
Trust & estate planning
Executive services/Equity comp...
Insurance
Trading individual securities
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Name of Business: Millicon Properties, LLC Address: 1375 E 71st St, Tulsa, OK, 74136, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 08/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: NSM Enterprises LLC Address: 1375 E 71st St, Tulsa, OK, 74136, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2001 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the entity that owns our office building. Our C Corp (Tulsa Wealth Advisors) pays rent to this LLC that I own.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Paul Mazzei's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1994

Experience

Current

October 2, 2025 - Present

TRINITY STRATEGIC WEALTH

Office #1: 1375 E. 71st Street, Tulsa, OK 74136
RIA
CRD#: 337956
TULSA, OK
Past

January 2, 2009 - June 2, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
TULSA, OK
Past

October 13, 2005 - July 17, 2007

FOUNDATION FREEDOM ADVISORY SERVICES

RIA
CRD#: 135862
TULSA, OK
Past

September 26, 1996 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
TULSA, OK
Past

September 3, 1996 - June 2, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
TULSA, OK
Past

March 20, 1990 - September 9, 1996

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oklahoma
(10/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/12/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/30/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 72
Date: 1/2/2023
Government Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/17/1990
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/18/1996
General Securities Principal Examination

Current Firm

TS
TRINITY STRATEGIC WEALTH
TRINITY STRATEGIC WEALTH | TULSA WEALTH ADVISORS, INC.

CRD#: 337956 / SEC#: 801-134209

RIA
Registered Investment Advisory firm - (8/27/2025 120-Day Approval)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1375 E. 71st Street, Tulsa, OK 74136
Mailing Address
Phone number
(918) 492-2150
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRINITY STRATEGIC WEALTH FORM ADV PART 2A 7-2025 (10/22/2025)
TRINITY STRATEGIC WEALTH FORM ADV PART 2A APPENDIX 1 7-2025 (10/22/2025)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRINITY STRATEGIC WEALTH

PresidentCRD#: 337956Tulsa, OK 74136

TRUST BUT VERIFY

Monitor Michael Mazzei

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

Similar Advisors

Darin Leon Kight
Darin KightAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Tulsa, OK
TL
Thomas LoperAdvisorCheck Check Mark
CORNERSTONE WEALTH MANAGEMENT, LLC
IAR
RR
Tulsa, OK
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics