David Ryan Vollmer
Professional Summary
David Ryan Vollmer is a registered financial advisor currently at PRECISION FINANCIAL SERVICES located in Mine Hill, New Jersey. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
PFS PARTNERS LLC | PRECISION FINANCIAL SERVICES | PFS PARTNERS, LLC
Contact Information
Main Address
350 Us Highway 46, Mine Hill, NJ 07803Phone Number
(973) 927-6300# of Employees
16SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,374AUM (Assets Under Management)
$435,637,246Similar Advisors
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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.
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Primary Firm SEC Registration
PFS PARTNERS LLC | PRECISION FINANCIAL SERVICES | PFS PARTNERS, LLC
State Registrations and Notice Filings
(2/2/2009)
(11/27/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Nov 2000Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view David Ryan Vollmer's CRS (Customer Relationship Summary).
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