Unclaimed Profile

Andrew Patrick Mutscheller

AVONDALE WEALTH MANAGEMENT LLC·DALLAS, Texas

SIE, Series 3, Series 7, Series 63, Series 65, Series 66Clean record23 years registeredAVONDALE WEALTH MANAGEMENT LLC

14901 QUORUM DRIVE, DALLAS, TX 75254CRD# 4629176Firm CRD# 152590

Profile Verification

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

Identity

Andrew Patrick Mutscheller · DALLAS, TX

Registration

CRD #4629176 · AVONDALE WEALTH MANAGEMENT LLC · 23 years registered

Brand Profile

Not yet started

Career History

PNC CAPITAL ADVISORS LLC

Mar 2018 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2016 – Jan 2018

FRISCO, TX

AVONDALE WEALTH MANAGEMENT LLC

Mar 2010 – Apr 2012

DALLAS, TX

JPMORGAN ASSET MANAGEMENT

Jan 2003 – Dec 2005

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · January 27, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVONDALE WEALTH MANAGEMENT LLC

CRD 152590 · SEC 801-101528

AUM

$250M

Regulatory assets under management

Employees

504 client accounts

Services offered by AVONDALE WEALTH MANAGEMENT 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 AVONDALE WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Patrick Mutscheller offer?

Andrew Patrick Mutscheller specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.

What are Andrew Patrick Mutscheller's credentials?

Andrew Patrick Mutscheller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Patrick Mutscheller located?

Andrew Patrick Mutscheller is based in DALLAS, Texas, working with AVONDALE WEALTH MANAGEMENT LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Andrew Patrick Mutscheller charge for services?

Andrew Patrick Mutscheller's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVONDALE WEALTH MANAGEMENT LLC?

AVONDALE WEALTH MANAGEMENT LLC has approximately 5 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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