CA
Cheryl Ann Munoz
CRD 3136964
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Osaic Wealth, Inc. | Registered representative | 07/20/2026 |
| Zephyr Investment Management, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Zephyr Investment Management, Inc.
President, Cco · 75% or more · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗