David R. Vollmer

PRECISION FINANCIAL SERVICES

MINE HILL, NJ 07803

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CRD#: 4088139

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

Always Fiduciary

Aliases

None

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.

1.12/01/2016: PRECISION FINANCIAL SERVICES INC. - NON-VARIABLE INSURANCE DBA - INS TYPE: FIXED INSURANCE, OWNER. 2. 10/19/2015 - BV Realty LLC - INV REL - 350 Route 46 Mine Hill, NJ 07803 - Real Estate Rental - START 10/01/2015 - 5 HOURS PER MONTH, 0 DURING TRADING - OWNER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Ryan Vollmer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

February 2, 2009 - Present

PRECISION FINANCIAL SERVICES

Office #1: 350 Us Highway 46, Mine Hill, NJ 07803

RIA

CRD#: 147872

MINE HILL, NJ

Past

November 30, 2015 - October 4, 2016

LEIGH BALDWIN & CO., LLC

CRD#: 38751

Mine Hill, NJ

Past

March 13, 2009 - June 11, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

MINE HILL, NJ

Past

December 14, 2006 - December 15, 2015

LPL FINANCIAL LLC

CRD#: 6413

MINE HILL, NJ

Past

May 8, 2006 - December 1, 2006

G-2 TRADING,LLC

CRD#: 44018

NEW YORK, NY

Past

February 4, 2002 - June 13, 2002

A.B. WATLEY, INC.

CRD#: 797

NEW YORK, NY

Past

September 27, 2000 - January 31, 2002

CENTENNIAL VENTURES, LTD.

CRD#: 36718

NEW YORK, NY

Past

December 21, 1999 - September 13, 2000

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PRECISION FINANCIAL SERVICES

PFS PARTNERS LLC | PRECISION FINANCIAL SERVICES | PFS PARTNERS, LLC

CRD#: 147872 / SEC#: 801-77867

RIA

Registered Investment Advisory firm - (4/15/2013 Approved)

Colorado

Registered Investment Advisory firm - (4/16/2013 Terminated)

New Jersey

Registered Investment Advisory firm - (5/10/2013 Terminated)

New York

Registered Investment Advisory firm - (4/16/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(2/2/2009)

IAR

Texas
(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

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 12/12/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 8/9/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/4/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Status Unavailable

Passed: 11/30/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 12/20/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Status Unavailable

Passed: 3/30/2007

General Securities Principal Examination

Current Firm

PRECISION FINANCIAL SERVICES

PFS PARTNERS LLC | PRECISION FINANCIAL SERVICES | PFS PARTNERS, LLC

CRD#: 147872 / SEC#: 801-77867

RIA

Registered Investment Advisory firm - (4/15/2013 Approved)

Colorado

Registered Investment Advisory firm - (4/16/2013 Terminated)

New Jersey

Registered Investment Advisory firm - (5/10/2013 Terminated)

New York

Registered Investment Advisory firm - (4/16/2013 Terminated)

PREMIUM

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Contact information

Main Address

350 Us Highway 46, Mine Hill, NJ 07803

Mailing Address

Phone number

(973) 927-6300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (2/18/2026)

PFS PARTNERS BROCHURE (2/18/2026)

Regulatory assets under management

Total Number of Accounts	1,374
AUM (Assets Under Management)	$ 435,637,246

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.

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Advisor Monitoring

Firm Stability Insights

David R. Vollmer

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Ryan Vollmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEIGH BALDWIN & CO., LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

G-2 TRADING,LLC

A.B. WATLEY, INC.

CENTENNIAL VENTURES, LTD.

LPL FINANCIAL LLC

Primary Firm SEC Registration

PRECISION FINANCIAL SERVICES

State Registrations and Notice Filings

Exams

Series 66

Passed: 12/12/2008

Series 63

Passed: 8/9/2000

SIE

Passed: 10/4/2016

Series 55

Passed: 11/30/2000

Series 7

Passed: 12/20/1999

Series 24

Passed: 3/30/2007

Current Firm

PRECISION FINANCIAL SERVICES

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRECISION FINANCIAL SERVICES

TRUST BUT VERIFY

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