CM
Charles R. Muzzo
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY
TAMPA, FL 33602
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CRD#: 6157451
CM
Professional summary
Charles Ryan Muzzo, who also goes by C Ryan Muzzo, Charles Ryan Muzzo, Charles Muzzo, Ryan Muzzo, is a registered financial advisor currently at WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY located in Tampa, Florida.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Charles has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
C Ryan Muzzo | Charles Ryan Muzzo | Charles Muzzo | Ryan Muzzo
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name of Business: Address: 12118 72nd Way, Largo, FL, 33773, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Act as landlord, responsible for facility maintenance and managing lessee. INDEPENDENT INSURANCE AGENT: Address: TAMPA, FL; Activity Type: INSURANCE SALES (LIFE & ANNUITIES); Position/Title: INSURANCE AGENT; Investment Related: Yes Start Date: 11/2023; Hours per month devoted to this business: 40 Hours per WEEK devoted to this business during trading hours: Description of duties: SALE OF INSURANCE PRODUCTS
CRS (Client Relationship Summary) - RIA
Click below to view Charles Ryan Muzzo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 14, 2023 - Present
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY
Office #1: 111 W. Oak Avenue Ste 450, Tampa, FL 33602RIA
CRD#: 206518
TAMPA, FL
Past
May 27, 2022 - October 20, 2023
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
BD
CRD#: 1254
CLEARWATER, FL
Past
March 14, 2022 - October 20, 2023
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
RIA
CRD#: 283004
Clearwater, FL
Past
March 14, 2022 - May 27, 2022
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
CLEARWATER, FL
Past
September 4, 2018 - March 10, 2022
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SEMINOLE, FL
Past
July 9, 2018 - March 10, 2022
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SEMINOLE, FL
Past
September 9, 2013 - May 22, 2018
NYLIFE SECURITIES LLC
BD
CRD#: 5167
HUNTSVILLE, AL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY
CRD#: 206518 / SEC#: 801-127246
RIA
Registered Investment Advisory firm - (1/20/2023 Approved)Florida
Registered Investment Advisory firm - (7/17/2023 Terminated)Georgia
Registered Investment Advisory firm - (8/3/2023 Terminated)Illinois
Registered Investment Advisory firm - (7/17/2023 Terminated)Texas
Registered Investment Advisory firm - (7/17/2023 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(12/14/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/26/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
WW
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY
CRD#: 206518 / SEC#: 801-127246
RIA
Registered Investment Advisory firm - (1/20/2023 Approved)Florida
Registered Investment Advisory firm - (7/17/2023 Terminated)Georgia
Registered Investment Advisory firm - (8/3/2023 Terminated)Illinois
Registered Investment Advisory firm - (7/17/2023 Terminated)Texas
Registered Investment Advisory firm - (7/17/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
111 W. Oak Avenue Ste 450, Tampa, FL 33602
Mailing Address
Phone number
(866) 929-3258
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 582 |
| AUM (Assets Under Management) | $ 220,278,095 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
