Daniel Mueller (CRD# 5994283) is an Investment Advisor Representative working at Eagle Strategies LLC in Wall Township, NJ and has over 12 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Wall, NJ | Apr 2018 - Current | 6 |
| Nylife Securities LLC | Wall, NJ | Mar 2018 - Current | 6 |
| New York Life Insurance Company | Wall, NJ | Mar 2018 - Current | 6 |
| Elite Entertainment | Tinton Falls, NJ | Oct 2017 - Current | 6 |
| Podell Financial Group, LLC | Wall, NJ | Oct 2020 - Jun 2023 | 2 |
| Princeton Capital Management Inc. | Princeton, NJ | May 2016 - Feb 2018 | 1 |
| Bank Of America, N.a. | Pennington, NJ | Mar 2016 - May 2016 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington, NJ | Mar 2016 - May 2016 | < 1 |
| Morgan Stanley Smith Barney LLC | Sea Girt, NJ | Mar 2015 - Mar 2016 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Mar 2015 | < 1 |
| Morgan Stanley Smith Barney LLC | New York, NY | Nov 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2012 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2013 |
- NJ
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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