Michael Paul Mazzei
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate & Legacy Planning
- Risk Management & Insurance
- Investment Management
- Financial Planning
- Retirement Planning
Specializations
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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Disclosures on record.
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Credentials
Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
TRINITY STRATEGIC WEALTH | TULSA WEALTH ADVISORS, INC.
Contact Information
Main Address
1375 E. 71st Street, Tulsa, OK 74136Phone Number
(918) 492-2150# of Employees
27SEC notice filing (23 States and Territories)
Registered to provide investment advisory services in 23 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
5,431AUM (Assets Under Management)
$1,536,077,168Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
TRINITY STRATEGIC WEALTH | TULSA WEALTH ADVISORS, INC.
State Registrations and Notice Filings
(10/2/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 72 — Government Securities Representative Examination
Passed Jan 2023Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Paul Mazzei's CRS (Customer Relationship Summary).
Services Offered by Michael
- Estate & Legacy Planning
- Risk Management & Insurance
- Investment Management
- Financial Planning
- Retirement Planning
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