Charles
Muzzo
Walser Wealth Management Company, A Limited Liability Company
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About this Advisor
Charles Muzzo is a financial advisor based in Tampa, Florida, working with Walser Wealth Management Company, A Limited Liability Company. Charles has previously held positions at New York Life Insurance Co, Nylife Securities, LLC, Wells Fargo Bank Na, Wells Fargo Clearing Services, LLC, Raymond James Financial Services Inc, Steward Partners Global Advisory, LLC, Steward Partners Investment Advisory, LLC, Steward Partners Investment Solutions, LLC, and Walser Wealth Management. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Charles is part of Walser Wealth Management Company, A Limited Liability Company, which operates out of Tampa, Florida. The firm has 12 employees and manages assets totaling $164.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Walser Wealth Management Company, A Limited Liability Company includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Walser Wealth Management Company, A Limited Liability Company Brokerage Details
$164,072,665
12
1,145
$143,295
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Charles Muzzo Work History
Walser Wealth Management
Raymond James Financial Services Inc
Steward Partners Global Advisory, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLC
Wells Fargo Bank Na
Wells Fargo Clearing Services, LLC
New York Life Insurance Co
Nylife Securities, LLC
Disclosures
Please visit the SEC profile of Charles Muzzo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Walser Wealth Management Company, A Limited Liability Company
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
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