Unclaimed Profile

Steven Luck Muzzey

CAPITAL INVESTMENT SERVICES OF AMERICA INC·MILWAUKEE, Wisconsin

Series 65Clean record3 years registeredCAPITAL INVESTMENT SERVICES OF AMERICA INC

111 E. WISCONSIN AVE, SUITE 1310, MILWAUKEE, WI 53202CRD# 7612424Firm CRD# 110639

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Luck Muzzey · MILWAUKEE, WI

Registration

CRD #7612424 · CAPITAL INVESTMENT SERVICES OF AMERICA INC · 3 years registered

Brand Profile

Not yet started

Career History

CAPITAL INVESTMENT SERVICES OF AMERICA INC

Sep 2022 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 30, 2022

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL INVESTMENT SERVICES OF AMERICA INC

CRD 110639 · SEC 801-15052

AUM

$1.2B

Regulatory assets under management

Employees

888 client accounts

Services offered by CAPITAL INVESTMENT SERVICES OF AMERICA INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CAPITAL INVESTMENT SERVICES OF AMERICA INC →

Introduction

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Frequently Asked Questions

What services does Steven Luck Muzzey offer?

Steven Luck Muzzey specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Steven Luck Muzzey's credentials?

Steven Luck Muzzey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Luck Muzzey located?

Steven Luck Muzzey is based in MILWAUKEE, Wisconsin, working with CAPITAL INVESTMENT SERVICES OF AMERICA INC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Steven Luck Muzzey charge for services?

Steven Luck Muzzey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL INVESTMENT SERVICES OF AMERICA INC?

CAPITAL INVESTMENT SERVICES OF AMERICA INC has approximately 9 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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