Michael Zizmer is a CFP-designated registered investment advisor, based in Winter Park, FL, with 38 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
941 West Morse Boulevard, Suite 130, Winter Park, FL, 32789
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Regulatory History (2)
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Customer Dispute
January 2010Denied
Customer Dispute
November 2004Closed-No Action
Other Business Activities
Michael owns rental real estate in Breckenridge, Colorado, dedicating minimal time to it. He also serves as trustee/successor trustee for his daughters' inherited assets, requiring minimal time.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
December 2025 - Present · 10 mos
Steward Partners Investment Advisory, LLC
December 2025 - Present · 10 mos
Steward Partners Investment Solutions, LLC
December 2025 - Present · 10 mos
Previous Registrations
Raymond James & Associates, INC.
December 2017 - December 2025 · 8 yrs
Raymond James & Associates, INC.Broker
November 2017 - December 2025 · 8 yrs 1 mo
UBS Financial Services INC.Broker
November 2008 - December 2017 · 9 yrs 1 mo
UBS Financial Services INC.
November 2008 - December 2017 · 9 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1988 - November 2008 · 20 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1988 - November 2008 · 20 yrs 6 mos
State Registrations28 states
AZCACOCTDCDEFLGAHIIAILMAMIMNMOMSNCNHNVNYORSCTNTXUTVAVTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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