Steven Luck Muzzey
Investment adviser representative at Capital Investment Services of America Inc
12 yearsExperience
11 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Capital Investment Services of America, Inc.May 2022 to now
- University of WisconsinAug 2018 to May 2022
- Lake Country Lutheran High SchoolAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 11 states (AZ, FL, IA, IL, LA, MI, NY, OH, TX, VA, WI).
Capital Investment Services of America Inc
$1.3BAssets managed
937Clients
9Advisers
46 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7612424
- Firm CRD
- 110639