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Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-12
TX RA APPROVED_RES 2025-12-03
  • FL RA
    APPROVED
    Since 2025-12-12
  • TX RA
    APPROVED_RES
    Since 2025-12-03

Branch Locations

Orlando, FL • United States

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Breckenridge, CO • United States

941 West Morse Boulevard Suite 130, Winter Park, FL 32789 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc Orlando FL 11/2008 11/2017
Raymond James & Associates, Inc. Winter Park FL 11/2017 12/2025
Steward Partners Global Advisory, Llc Winter Park FL 12/2025 Present
Steward Partners Investment Advisory, Llc Winter Park FL 12/2025 Present
Steward Partners Investment Solutions, Llc Winter Park FL 12/2025 Present
Previous Registrations
Other Businesses

(1)Name of Business: 202 Rachel Ln Address: 202 rachel ln, breckenridge, CO, 80424, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/16/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We own a home in Breckenridge Colorado and are renting it out through a property manager - Mountain Properties - 3-6 weeks a year (2)Name of Business: Zizmer Address: 807 w morse blvd, winter park, FL, 32789, United States Activity Type: Control Person Position/Title: Other (Acting) Investment Related: Yes Start Date: 07/19/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee/Successor Trustee. I am the trustee for my two daughter inherited assets from Norma Searle ( their great aunt)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-03-19
S63 Uniform Securities Agent State Law Examination 1988-06-09
  • S65 Uniform Investment Adviser Law Examination
    1997-03-19
  • S63 Uniform Securities Agent State Law Examination
    1988-06-09
Designations
Other Names
  • Mike Zizmer
  • Michael Zizmer

View on SEC IAPD

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