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Matthew J Muller

Walser Wealth Management Company, A Limited Liability Company

Tampa, FL

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Current Employers
Walser Wealth Management Company, A Limited Liability Company

111 W. Oak Avenue Ste 450, Tampa, FL 33602 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-28
  • FL RA
    APPROVED
    Since 2024-08-28

Branch Locations

111 W. Oak Avenue Ste 450, Tampa, FL 33602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates Charlotte NC 09/2018 08/2020
Florida State University Tallahassee FL 06/2013 05/2017
Florida State University Tallahassee FL 05/2017 06/2018
University Of Tulsa Athletic Department Tulsa OK 08/2020 03/2022
Fisher Investments Tampa FL 03/2022 04/2024
Morgan Stanley Tampa FL 04/2024 08/2024
Walser Wealth Management Company Tampa FL 08/2024 Present
  • 09/2018 → 08/2020
    Raymond James & Associates
    Charlotte, NC
  • 06/2013 → 05/2017
    Florida State University
    Tallahassee, FL
  • 05/2017 → 06/2018
    Florida State University
    Tallahassee, FL
  • 08/2020 → 03/2022
    University Of Tulsa Athletic Department
    Tulsa, OK
  • 03/2022 → 04/2024
    Fisher Investments
    Tampa, FL
  • 04/2024 → 08/2024
    Morgan Stanley
    Tampa, FL
  • 08/2024 → Present
    Walser Wealth Management Company
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-05-17
S66 Uniform Combined State Law Examination 2019-01-14
  • S63 Uniform Securities Agent State Law Examination
    2024-05-17
  • S66 Uniform Combined State Law Examination
    2019-01-14
Other Names
  • Matthew James Muller
  • Matthew James Muller
  • Matthew J Muller

View on SEC IAPD

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