Charles Ryan Muzzo

Current Employers

Employment History

• 01/2013 → 05/2018
  New York Life Insurance Co
  Huntsville, AL
• 09/2013 → 05/2018
  Nylife Securities, Llc
  Huntsville, AL
• 05/2018 → 03/2022
  Wells Fargo Bank Na
  Mobile, AL
• 06/2018 → 03/2022
  Wells Fargo Clearing Services, Llc.
  Mobile, AL
• 03/2022 → 05/2022
  Raymond James Financial Services Inc
  Clearwater, FL
• 03/2022 → 10/2023
  Steward Partners Global Advisory, Llc
  Clearwater, FL
• 03/2022 → 10/2023
  Steward Partners Investment Advisory, Llc
  Clearwater, FL
• 05/2022 → 10/2023
  Steward Partners Investment Solutions, Llc
  Clearwater, FL
• 11/2023 → Present
  Walser Wealth Management
  Tampa, FL

Previous Registrations

• 2022-03-14 → 2023-10-20
  Steward Partners Investment Advisory, Llc
  Stamford, CT
  Clearwater, FL
• 2018-09-04 → 2022-03-10
  Wells Fargo Clearing Services, Llc
  Mobile, AL
  Birmingham, AL
  Clearwater, FL
  Sarasota, FL
  Seminole, FL

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-04
• S63 Uniform Securities Agent State Law Examination
  2014-01-23

Other Names

• C Ryan Muzzo
• Charles Ryan Muzzo
• Charles Muzzo
• Ryan Muzzo