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Mezzi

Financial planning in Menlo Park, CA

SEC registeredNo commissions reported

Call (415) 612-2667Send a messageMap ↗

Public-record details

Address
700 El Camino Real, Suite 120, #1083, Menlo Park, CA 94025
Phone
(415) 612-2667
Listed under
Financial planning, Flat / fixed fees
Legal name
Stocktalk INC.
CRD number
337818
Registration
SEC registered since 2025-09-25
Compensation (Form ADV 5.E)
Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Clients reported (Form ADV 5.D)
317
Individual / high-net-worth clients
317 / 0
Employees
10
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-09-17

SEC registered investment adviser, CRD 337818, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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