Zachary Muzzy, financial advisor Richmond TX

Zachary Muzzy

CRD Number: 6500963
Current Firm: State Farm Investment Management Corp.

Zachary Muzzy (CRD# 6500963) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Richmond, TX and has over 8 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
State Farm Investment Management Corp Richmond, TX Jan 2024 - Current < 1
State Farm Vp Management Corp Richmond, TX Jul 2018 - Current 5
Zach Muzzy Insurance Agency Richmond, TX May 2018 - Current 5
State Farm Insurance Richardson, TX Dec 2017 - May 2018 < 1
State Farm Vp Management Corp Alvin, TX Jun 2015 - Dec 2017 2
Chris Peters Insurance Agency Alvin, TX Mar 2015 - Dec 2017 2
Clear Creek Isd League City, TX Aug 2012 - Mar 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2015
S65 NASAA Investment Advisors Law Examination Jan 2024
Contact Info for Zachary L. Muzzy
Phone Number: 800-447-0740
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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