Investment adviser · CRD 337818
MEZZI
Investment adviser filing (IA)
STOCKTALK INC.
MENLO PARK, CA, United States · Form ADV filed Sep 17, 2026
- Employees
- 10 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 317 | $0 | Not reported |
Filing source
Form ADV 2133173 · Sep 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Fixed
Principal office
700 EL CAMINO REAL, SUITE 120, #1083MENLO PARK, CA, 94025, United States
CRD 337818
Filing source
Form ADV 2133173 · Sep 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.