AdvisorOS Directory
Claim Profile
SM

Steven Charles Mula

JAMES J. BURNS & COMPANY, LLC·MELVILLE, New York
Unclaimed Profile
225 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 1346625Firm CRD# 140452
01

About

Steven Charles Mula is a registered financial advisor based in MELVILLE, New York, affiliated with JAMES J. BURNS & COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JAMES J. BURNS & COMPANY, LLC
J.J. BURNS & COMPANY
AUM
$885M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at JAMES J. BURNS & COMPANY, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1346625
Firm CRD# 140452
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MELVILLE?

Browse all registered financial advisors in MELVILLE, New York or claim this profile if it's yours.

Browse MELVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Steven Charles Mula offer?
Steven Charles Mula specializes in Financial Planning, Investment Management. Contact their office in MELVILLE, New York for a consultation.
What are Steven Charles Mula's credentials?
Steven Charles Mula is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Charles Mula located?
Steven Charles Mula is based in MELVILLE, New York, working with JAMES J. BURNS & COMPANY, LLC. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.
How does Steven Charles Mula charge for services?
Steven Charles Mula's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JAMES J. BURNS & COMPANY, LLC?
JAMES J. BURNS & COMPANY, LLC has approximately 15 employees and manages $885M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MELVILLE
Steven John Musmanno — APS WEALTH MANAGEMENT, LLCStephen Abramson — APS WEALTH MANAGEMENT, LLCStephen Vincent Raneri — GM ADVISORY GROUP, INC.Mark M Eisenberg — LANTERN WEALTH ADVISORS, LLCMichael Anthony Lamena — GM ADVISORY GROUP, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile