Natalie S. Mueller
Professional summary
Natalie Sofia Mueller, who also goes by Natalie Sofia Klufas, Natalie Klufas, Natalie Sofia Klufas-mueller, is a registered financial advisor currently at ACCRESCENT CAPITAL MANAGEMENT LLC located in Oxnard, California.
Natalie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Natalie has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Natalie Sofia Mueller's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 29, 2012 - Present
ACCRESCENT CAPITAL MANAGEMENT LLC
November 7, 2006 - May 29, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 19, 2006 - May 29, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 25, 1989 - November 26, 1991
MORGAN STANLEY & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/29/2012)
Exams
Current Firm
ACCRESCENT CAPITAL MANAGEMENT LLC
CRD#: 162919 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 1,398,800 |
Red Flags
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