Mezzasalma Advisors

James Babcock is a CFA® charterholder with one year of industry experience, currently serving at Mezzasalma Advisors. His prior roles include positions at Cetera Wealth Services, Avantax Investment Services, and Lyceum Financial Group, where he provides wealth management services including retirement and estate planning. Mezzasalma Advisors offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals and employer plan sponsors. The firm uses multiple analytical approaches and typically pursues long-term purchase strategies tailored to client objectives.

Stephen Gross is a CFP® professional at Mezzasalma Advisors with 20 years of industry experience. He has operated his own advisory firm, IA Stephen M. Gross, Inc., since 1991 and joined Mezzasalma Advisors in 2025. Mezzasalma Advisors provides discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and employer plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and typically pursues long-term purchase strategies tailored to client objectives.

Anthony Mezzasalma is a CFP® with seven years of experience in financial advising. He is the principal at Mezzasalma Advisors, where he has worked since 2013. In addition to his advisory role, he is a licensed CPA involved in tax preparation and accounting through Mezzasalma CPAs. Mezzasalma Advisors provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting for individuals, including high-net-worth clients, and employer plan sponsors. The firm employs multiple analytical approaches and typically pursues long-term purchase strategies tailored to client objectives.

Cacike Estrada is a financial advisor at Mezzasalma Advisors with a Series 65 designation and one year of industry experience. Prior to joining the firm, Estrada worked in diverse roles including positions at Rutgers Business School and Renzo Gracie Middletown Martial Arts. Mezzasalma Advisors offers discretionary and non-discretionary portfolio management, standalone financial planning, and retirement plan consulting to both individuals, including high-net-worth clients, and employer plan sponsors. The firm employs multiple analytical methods and typically pursues long-term investment strategies tailored to client objectives.

Gregory Scrofani is a financial advisor at Mezzasalma Advisors with eight years of industry experience. He holds a Series 65 designation and has worked previously at Amboy Bank, Sigman Real Estate Partners, and Daiwa Capital Markets America Inc. Mezzasalma Advisors provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and employer plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis to pursue long-term investment strategies tailored to client objectives.

Joseph Doerrer is a CFP® professional with four years of experience in the financial advisory industry. He currently works at Mezzasalma Advisors and Mezzasalma CPAs, serving as an accounting manager at the latter. His prior experience includes roles at Bessemer Trust and Moore Stephens PC. Mezzasalma Advisors offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, and employer plan sponsors. The firm employs multiple analytical approaches and maintains affiliations with its CPA practice while providing distinct advisory and accounting services.

John Mezzasalma is a CFP® with 10 years of industry experience, serving as an advisor at Mezzasalma Advisors, a firm he has been affiliated with since 1997. In addition to his advisory role, he works as Chief Staff Accountant at Mezzasalma CPAs, providing tax preparation and accounting services. Mezzasalma Advisors offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting for individuals, including high-net-worth clients, and employer plan sponsors. The firm employs multiple analytical approaches and typically pursues long-term purchase strategies, with personalized investment policies based on client goals and risk tolerance.