Career
Holly Mazzocca has been President of Bartlett & Co. Wealth Management since January 2021. Holly Mazzocca is a control person of the firm and directly owns under 5% of it. Holly Mazzocca holds a BS in Business from Indiana University-Kelley School of Business and an MBA from Northwestern University-Kellogg School of Management.
Bartlett & Co. Wealth Management LLC is a Cincinnati, OH firm with $10.3B under management, 2,263 clients and 34 advisers across 3 offices, as of its March 2026 filing.
Holly H. Mazzocca is President, Wealth Advisor and Principal at Bartlett. The firm says she sets its strategic vision and has served as president since 2021.
- – present · 8 yearsCincinatti, OH · Adviser representative · Firm CRD 292246
- Bartlett & Co. LLC– · 1 yearCincinnati, OH · Adviser representative · Firm CRD 159973
Credentials and registrations
Professional designations
Listed by Bartlett & Co. Wealth Management
- CERTIFIED FINANCIAL PLANNING® professional
- Chartered Advisor in Philanthropy®
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Ohio | Approved | 30 April 2018 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 6 October 2008 |
| Series 7 | General Securities Representative Examination | 29 August 2008 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Holly Hirt Mazzocca
- CRD
- 5569415
- Office
- 600 Vine Street, Suite 2100, Cincinatti, OH 45202
- Firm bio
- bartlett1898.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Holly Mazzocca work?
Holly Mazzocca has been President of Bartlett & Co. Wealth Management LLC since January 2021, and is a control person of the firm.
Is Holly Mazzocca a financial advisor?
Yes. Holly Mazzocca has a current investment-adviser registration in Ohio, through Bartlett & Co. Wealth Management since April 2018.
How many years of experience does Holly Mazzocca have?
Holly Mazzocca has 10 years in the financial industry, since June 2016, across 2 adviser firms.
What exams has Holly Mazzocca passed?
Holly Mazzocca has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 2008.
Where did Holly Mazzocca work before Bartlett & Co. Wealth Management?
Before Bartlett & Co. Wealth Management, Holly Mazzocca was registered through Bartlett & Co. LLC, May 2016 to April 2018.
Where is Holly Mazzocca based?
Holly Mazzocca’s registered office is in Cincinatti, OH.