Unclaimed Profile

Paul David Muller

VISION RETIREMENT, LLC·RIDGEWOOD, New Jersey

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record24 years registeredVISION RETIREMENT, LLC

171 EAST RIDGEWOOD AVENUE, RIDGEWOOD, NJ 07450CRD# 2729766Firm CRD# 173064

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul David Muller · RIDGEWOOD, NJ

Registration

CRD #2729766 · VISION RETIREMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

VISION RETIREMENT

Nov 2014 – present

RIDGEWOOD FINANCIAL ADVISORS, LLC

Jun 2006 – Dec 2009

RIDGEWOOD, NJ

LPL FINANCIAL LLC

Apr 2006 – Nov 2018

HILLSDALE, NJ

PROPONENT FINANCIAL SERVICES, INC.

Dec 2003 – Dec 2004

NUTLEY, NJ

LINSCO/PRIVATE LEDGER CORP.

Feb 2003 – Aug 2005

NUTLEY, NJ

CUNA BROKERAGE SERVICES, INC.

Jul 2002 – Feb 2003

NUTLEY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 1, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VISION RETIREMENT, LLC

CRD 173064 · SEC 801-126524

AUM

$142M

Regulatory assets under management

Employees

620 client accounts

Services offered by VISION RETIREMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VISION RETIREMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Paul David Muller offer?

Paul David Muller specializes in Financial Planning, Investment Management. Contact their office in RIDGEWOOD, New Jersey for a consultation.

What are Paul David Muller's credentials?

Paul David Muller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul David Muller located?

Paul David Muller is based in RIDGEWOOD, New Jersey, working with VISION RETIREMENT, LLC. Their office serves clients in the RIDGEWOOD metropolitan area and surrounding communities.

How does Paul David Muller charge for services?

Paul David Muller's firm is compensated through percentage of aum, hourly charges, subscription fees, other: subscription services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VISION RETIREMENT, LLC?

VISION RETIREMENT, LLC has approximately 14 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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