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Steven Luck Muzzey

Investment Adviser Representative at CAPITAL INVESTMENT SERVICES OF AMERICA INC

Milwaukee, WICRD #7612424Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
11 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 11 states
ArizonaFloridaIllinoisIowaLouisianaMichiganNew YorkOhioTexasVirginiaWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/30/2022

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Equity/Blended - First $500,0001.00%
Equity/Blended - $500,001 to $1,000,0000.75%
Equity/Blended - $1,000,001 to $2,000,0000.60%
Equity/Blended - Over $2,000,0000.45%
Fixed Income Only - First $1,000,0000.70%
Fixed Income Only - Next $1,000,0000.45%
Fixed Income Only - Next $1,000,0000.40%
Fixed Income Only - Next $7,000,0000.35%
Fixed Income Only - Next $10,000,0000.25%
Fixed Income Only - Over $20,000,000
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Capital Investment Services OF America Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CAPITAL INVESTMENT SERVICES OF AMERICA INCCurrent
9/30/2022Milwaukee, WI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View CAPITAL INVESTMENT SERVICES OF AMERICA INC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Luck Muzzey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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