JM
John Mallozzi
from Bourgeon Capital Management LLC
John Mallozzi is a financial advisor based in Connecticut, Darien,
with 22 years of experience. John currently works for
Bourgeon Capital Management LLC.
John maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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John Mallozzi works at Bourgeon Capital Management LLC
Bourgeon Capital Management LLC is a financial advisory firm based in Darien, Connecticut. It currently has approximately $714,800,000 of assets under management and employs about 6 people. Bourgeon Capital Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
320 Post Road, Suite 220, Darien, Connecticut, 6820
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