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Terry Jay Muchler

MUCHLER FINANCIAL SERVICES, INC.·DANSVILLE, New York
SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record10 years registeredMUCHLER FINANCIAL SERVICES, INC.
202 MAIN ST., DANSVILLE, NY 14437CRD# 2057949Firm CRD# 305240

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terry Jay Muchler · DANSVILLE, NY
Registration
CRD #2057949 · MUCHLER FINANCIAL SERVICES, INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

ALLWORTH FINANCIAL, L.P.
Jul 2022 – present
AW SECURITIES
Jul 2022 – present
MUCHLER FINANCIAL SERVICES, INC.
Jan 2022 – Sep 2022
Dansville, NY
MUCHLER FINANCIAL SERVICES, INC.
Sep 2019 – Dec 2021
Dansville, NY
SSN ADVISORY, INC.
Jan 2016 – Sep 2020
Dansville, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 5, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MUCHLER FINANCIAL SERVICES, INC.
CRD 305240 · SEC 801-117342
AUM
$176M
Regulatory assets under management
Employees
6
1,215 client accounts
Services offered by MUCHLER FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MUCHLER FINANCIAL SERVICES, INC. →
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05

Frequently Asked Questions

What services does Terry Jay Muchler offer?
Terry Jay Muchler specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DANSVILLE, New York for a consultation.
What are Terry Jay Muchler's credentials?
Terry Jay Muchler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terry Jay Muchler located?
Terry Jay Muchler is based in DANSVILLE, New York, working with MUCHLER FINANCIAL SERVICES, INC.. Their office serves clients in the DANSVILLE metropolitan area and surrounding communities.
How does Terry Jay Muchler charge for services?
Terry Jay Muchler's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MUCHLER FINANCIAL SERVICES, INC.?
MUCHLER FINANCIAL SERVICES, INC. has approximately 6 employees and manages $176M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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