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Thomas Roy Mazza

PREMIER ESTATE PLANNERS, LLC·CLINTON TOWNSHIP, Michigan
Series 6, Series 22, Series 26, Series 63, Series 6514 years registeredPREMIER ESTATE PLANNERS, LLC
16950 19 MILE RD, CLINTON TOWNSHIP, MI 48038CRD# 1091453Firm CRD# 122638

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Roy Mazza · CLINTON TOWNSHIP, MI
Registration
CRD #1091453 · PREMIER ESTATE PLANNERS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

PREMIER ESTATE PLANNERS, LLC
Dec 2011 – present
SECURE ASSET MANAGEMENT, L.L.C.
Sep 2022 – May 2025
Clinton Twp, MI
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 22
Series 26
Series 63
Series 65
Registration record
First registered · December 1, 2011
Years registered · 14
03

Disclosure History

1996Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
PREMIER ESTATE PLANNERS, LLC
CRD 122638 · SEC 801-68487
AUM
$187M
Regulatory assets under management
Employees
4
860 client accounts
Services offered by PREMIER ESTATE PLANNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PREMIER ESTATE PLANNERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Thomas Roy Mazza offer?
Thomas Roy Mazza specializes in Financial Planning, Investment Management. Contact their office in CLINTON TOWNSHIP, Michigan for a consultation.
What are Thomas Roy Mazza's credentials?
Thomas Roy Mazza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Roy Mazza located?
Thomas Roy Mazza is based in CLINTON TOWNSHIP, Michigan, working with PREMIER ESTATE PLANNERS, LLC. Their office serves clients in the CLINTON TOWNSHIP metropolitan area and surrounding communities.
How does Thomas Roy Mazza charge for services?
Thomas Roy Mazza's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PREMIER ESTATE PLANNERS, LLC?
PREMIER ESTATE PLANNERS, LLC has approximately 4 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PREMIER ESTATE PLANNERS, LLC

Donald Peter Carnaghi
CLINTON TOWNSHIP, MI

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