Charles Muzzo has been an investment adviser representative at Thrive Capital Management since September 2026, and is not listed among the firm’s executive officers or direct owners.
Thrive Capital Management, LLC is a Fort Washington, PA firm with $657M under management, 786 clients and 13 advisers across 4 offices, as of its June 2026 filing.
Charles Muzzo’s longest registration was 3 years at Wells Fargo Clearing Services, LLC (2018–2022). Before joining Thrive Capital Management in 2026, Charles Muzzo was registered through Walser Wealth Management Company, A Limited Liability Company and Steward Partners Investment Advisory, LLC.
- – present · under a yearLargo, FL · Adviser representative · Firm CRD 281347
- Walser Wealth Management Company, A Limited Liability Company– · 2 yearsTampa, FL · Adviser representative · Firm CRD 206518
- Steward Partners Investment Advisory, LLC– · 1 yearClearwater, FL · Adviser representative · Firm CRD 283004
- Wells Fargo Clearing Services, LLC– · 3 yearsSeminole, FL · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Charles Muzzo is registered as an investment adviser representative in Florida, since September 2026.
- FloridaSince 29 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 26 May 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 4 September 2018 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 January 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 September 2013 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Charles Ryan Muzzo
- CRD
- 6157451
- Firm
- Thrive Capital Management · CRD 281347
- Office
- Largo, FL
- Registration
- Investment adviser registration
- In the industry since
- February 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Charles Muzzo work?
Charles Muzzo is an investment adviser representative registered through Thrive Capital Management, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Charles Muzzo a financial advisor?
Yes. Charles Muzzo has a current investment-adviser registration in Florida, through Thrive Capital Management since September 2026.
How many years of experience does Charles Muzzo have?
Charles Muzzo has 12 years in the financial industry, since February 2014, across 4 adviser firms.
What exams has Charles Muzzo passed?
Charles Muzzo has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7TO. The earliest, the Series 6, was passed in September 2013. FINRA credited Charles Muzzo with the SIE, which began in October 2018.
Where did Charles Muzzo work before Thrive Capital Management?
Before Thrive Capital Management, Charles Muzzo was registered through Walser Wealth Management Company, A Limited Liability Company, December 2023 to July 2026; Steward Partners Investment Advisory, LLC, March 2022 to October 2023; Wells Fargo Clearing Services, LLC, September 2018 to March 2022.
Where is Charles Muzzo based?
Charles Muzzo’s registered office is in Largo, FL.
Is Charles Muzzo registered with FINRA?
No. Charles Muzzo has no current broker registration.
How can I verify Charles Muzzo’s record?
Search CRD 6157451 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Muzzo’s full registration record.
- Brett PohlChief Compliance Officer
- Christopher BakDirector of Investment Operations
- David BezarManaging Director
- Karen BezarManaging Partner
- Bret ElamManaging Partner