Michael Mueller, financial advisor Jacksonville FL
89 score

Michael Mueller

CRD Number: 6303337
Current Firm: Strategic Advisers, Inc.

Michael Mueller (CRD# 6303337) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Jacksonville, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Jacksonville, FL Feb 2014 - Current 2
The Blind Rabbit Jacksonville Beach, FL Oct 2013 - Feb 2014 < 1
Stonewood Jacksonville Beach, FL Aug 2013 - Oct 2013 < 1
Rowdy Reptile Gainesville, FL Apr 2013 - Aug 2013 < 1
The Swamp Restaurant Gainesville, FL Jun 2011 - Apr 2013 1
Abercrombie And Fitch Gainesville, FL Feb 2011 - Jun 2011 < 1
Unemployed Gainesville, FL Oct 2010 - Feb 2011 < 1
Millers Alehouse Gainesville, FL Aug 2006 - Oct 2010 4
University Of Florida Gainesville, FL Aug 2008 - Jun 2010 1
Sante Fe College Gainesville, FL Aug 2006 - Jun 2008 1
Millers Alehouse Lakeland, FL Aug 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
S63 Uniform Securities State Law Examination Apr 2014
Contact Info for Michael R. Mueller
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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