AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
EM

Edward J. Muller

Some features on this profile are disabled
CRD#: 1839624
EM

Professional summary


Edward James Muller JR was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Edward is a previously registered financial professional and started their career in finance in 1988. Prior to being barred, Edward had worked at 8 firms, which includes BAXTER BANKS & SMITH LTD., ROYAL PALM INVESTMENTS LTD., JOSEPHTHAL & CO. INC., G. K. SCOTT & CO. INC., PARAGON CAPITAL MARKETS INC., STRATTON OAKMONT INC., STRATTON SECURITIES INC., INVESTORS CENTER INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Edward J Muller Jr

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 29, 1998 - January 11, 1999

BAXTER BANKS & SMITH, LTD.

BD
CRD#: 40771
ST. PETERSBURG, FL
Past

March 10, 1995 - January 30, 1997

ROYAL PALM INVESTMENTS, LTD.

BD
CRD#: 28761
GREEN ACRES, FL
Past

September 17, 1991 - February 7, 1995

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

September 25, 1989 - September 25, 1991

G. K. SCOTT & CO., INC.

BD
CRD#: 3305
PLAINVIEW, NY
Past

September 8, 1989 - September 9, 1989

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, NJ
Past

June 26, 1989 - August 3, 1989

STRATTON OAKMONT INC.

BD
CRD#: 18692
LAKE SUCCESS, NY
Past

April 5, 1989 - June 26, 1989

STRATTON SECURITIES, INC.

BD
CRD#: 11658
Past

July 19, 1988 - March 10, 1989

INVESTORS CENTER, INC.

BD
CRD#: 14670

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/15/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BB
BAXTER BANKS & SMITH, LTD.
BAXTER BANKS & SMITH, LTD.

CRD#: 40771 / SEC#: , 8-49185

BD
Terminated by SEC on 05/27/2000
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 03/19/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MCDERMOTT, FRANCIS MARTINCEO1013320

Disclosures


Regulatory Event15
Arbitration17

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BAXTER BANKS & SMITH, LTD.

CRD#: 40771

TRUST BUT VERIFY

Monitor Edward Muller

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics