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David Ryan Vollmer

PFS PARTNERS, LLC·MINE HILL, New Jersey
SIE, Series 7, Series 24, Series 55, Series 63, Series 66CFAClean record17 years registeredPFS PARTNERS, LLC
350 US HIGHWAY 46, MINE HILL, NJ 07803CRD# 4088139Firm CRD# 147872

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Ryan Vollmer · MINE HILL, NJ
Registration
CRD #4088139 · PFS PARTNERS, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

PRECISION FINANCIAL SERVICES
Feb 2009 – present
LPL FINANCIAL LLC
Mar 2009 – Jun 2014
MINE HILL, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 55
Series 63
Series 66
Registration record
First registered · February 2, 2009
Years registered · 17
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PFS PARTNERS, LLC
CRD 147872 · SEC 801-77867
AUM
$321M
Regulatory assets under management
Employees
16
1,251 client accounts
Services offered by PFS PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PFS PARTNERS, LLC →
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05

Frequently Asked Questions

What services does David Ryan Vollmer offer?
David Ryan Vollmer specializes in Financial Planning, Investment Management. Contact their office in MINE HILL, New Jersey for a consultation.
What are David Ryan Vollmer's credentials?
David Ryan Vollmer holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Ryan Vollmer located?
David Ryan Vollmer is based in MINE HILL, New Jersey, working with PFS PARTNERS, LLC. Their office serves clients in the MINE HILL metropolitan area and surrounding communities.
How does David Ryan Vollmer charge for services?
David Ryan Vollmer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PFS PARTNERS, LLC?
PFS PARTNERS, LLC has approximately 16 employees and manages $321M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PFS PARTNERS, LLC

Michael Babyak
MINE HILL, NJ

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