Victoria MuellerCRD Number: 1269929
Current Firm: Charter Research & Investment Group Inc.
Victoria Mueller (CRD# 1269929) is an Investment Advisor Representative working at Charter Research & Investment Group Inc. in Southport, CT and has over 33 years of experience in the finance industry.
Altium Wealth Management LLC
Scholtz & Co
Axa Advisors, LLC
|Charter Research & Investment Group Inc.||Southport, CT||Jun 2015 - Current||2|
|Charles Schwab Bank||Fairfield, CT||Feb 2005 - Mar 2015||10|
|Charles Schwab & Company, Inc.||Fairfield, CT||Aug 1993 - Mar 2015||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management197MILLIONS
Total Number of Accounts379ACCOUNTS
Average Account Value$521,013
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, FL, NY, PA
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