Craig A Muschko

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 02/2018
  Metlife Securities, Inc
  Allentown, PA
• 03/2017 → 02/2018
  Mml Investors Services, Llc
  Allentown, PA
• 02/2018 → 11/2018
  Sii
  Allentown, PA
• 11/2018 → 02/2025
  Royal Alliance Associates, Inc.
  Easton, PA
• 02/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 02/2025 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL

Previous Registrations

• 2018-11-02 → 2025-02-26
  Osaic Wealth, Inc.
  Easton, PA
  Nazareth, PA
  Bethlehem, PA
• 2018-02-09 → 2018-11-02
  Signator Investors, Inc.
  Easton, PA
  Allentown, PA
• 2017-04-19 → 2018-02-15
  Mml Investors Services, Llc
  Allentown, PA

Other Businesses

(1) ATLAS ADVISORS, LLC; DBA; Investment Related; 1 E Broad Street, Suite 560, Bethlehem, PA 18018; IAR; Officer/Director; Sales marketing of securities, investment advisory & Insurance products; Start 10/1/2022; 160 hour/month, 130 hours/month during trading. (2) Diamond Perfect LLC; Non-investment related; Nazareth PA; Owner; Pitching lessons; Start 11/2017; 0 hours during trading (3)Muschko Financial, LLC; Non-investment related; Nazareth PA; Owner; Payroll, Tax pass through entity; Start 1/2023; 0 hours during trading (4) Muschko Financial LLC; Not investment related; 1 E Broad St, Suite 560, Bethlehem, PA 18010; Tax filing reasons only - S Corp; Owner; Start 1/1/2024; 3 hours/month during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-22
• S63 Uniform Securities Agent State Law Examination
  2013-01-24