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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 2026-08-28
  • FL RA
    APPROVED
    Since 2026-08-28

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
Charlotte Russe Jacksonville FL 05/2018 08/2018
University Of North Florida Jacksonville FL 06/2017 06/2020
Fidelity Brokerage Services Llc Jacksonville FL 05/2020 06/2026
Mandarin High School Jacksonville FL 08/2013 05/2017
Strategic Advisers Llc/ Fidelity Investments Boston MA 03/2025 06/2026
Walser Wealth Management Company Tampa FL 08/2026 Present
Fidelity Personal And Workplace Advisors Jacksonville FL 01/2021 03/2025
  • 05/2018 → 08/2018
    Charlotte Russe
    Jacksonville, FL
  • 06/2017 → 06/2020
    University Of North Florida
    Jacksonville, FL
  • 05/2020 → 06/2026
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 08/2013 → 05/2017
    Mandarin High School
    Jacksonville, FL
  • 03/2025 → 06/2026
    Strategic Advisers Llc/ Fidelity Investments
    Boston, MA
  • 08/2026 → Present
    Walser Wealth Management Company
    Tampa, FL
  • 01/2021 → 03/2025
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Previous Registrations
  • 2025-03-31 → 2026-06-12
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Boston, MA
  • 2021-01-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

~1) Walser Wealth; Investment-related; Tampa, FL; Position: Insurance Agent; Start Date 08/2026; Approximately 80 hours/month devoted to this business with approximately 80 hours/month during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-10
  • S66 Uniform Combined State Law Examination
    2020-11-10
Designations

View on SEC IAPD

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