Unclaimed Profile

Steven Charles Mula

JAMES J. BURNS & COMPANY, LLC·MELVILLE, New York

Series 7, Series 63Clean record14 years registeredJAMES J. BURNS & COMPANY, LLC

225 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 1346625Firm CRD# 140452

Profile Verification

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

Identity

Steven Charles Mula · MELVILLE, NY

Registration

CRD #1346625 · JAMES J. BURNS & COMPANY, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JAMES J. BURNS & COMPANY, LLC

J.J. BURNS & COMPANY

Aug 2021 – Jun 2026

MELVILLE, NY

PRESTIGE WEALTH MANAGEMENT GROUP, LLC

May 2012 – Mar 2013

FLEMINGTON, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · May 9, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JAMES J. BURNS & COMPANY, LLC

CRD 140452 · SEC 801-66736

AUM

$885M

Regulatory assets under management

Employees

1,755 client accounts

Services offered by JAMES J. BURNS & COMPANY, LLC

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 JAMES J. BURNS & COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Charles Mula offer?

Steven Charles Mula specializes in Financial Planning, Investment Management.

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, last registered with JAMES J. BURNS & COMPANY, LLC.

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.

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