DM
Daniel P. Mueller
EAGLE STRATEGIES LLC
WALL, NJ 07719
Some features on this profile are disabled
CRD#: 5994283
DM
Professional summary
Daniel Patrick Mueller, who also goes by Daniel Patrick Mueller, Dan Patrick Mueller, Dan Mueller, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Wall, New Jersey and NYLIFE SECURITIES LLC located in Wall, New Jersey.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Daniel has worked at 6 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel Patrick Mueller | Dan Patrick Mueller | Dan Mueller
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.
[Elite Entertainment; Wedding DJ; 2 hartford dr. tinton falls nj 07701; Start Date 10/2017; Role/Title: Employee; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; wedding dj] [David's Dream and Believe Cancer Foundation; cancer foundation that helps cancer patients by giving them direct financial aid; board member; non investment related; start date 06/2018; 364 N. main st. Manahawkin, NJ 08050; 5 hours per month; volunteer time by helping with events and bring awareness to the foundation] [Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1963 rt 34 BLDG B wall NJ 07753; Start Date 10/2020; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Danner - Music producer; Music producer / DJ; 236 hillside dr neptune nj 07753; Start Date 02/2024; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [Robin Mainardi Scholarship fund; This is a scholarship fund that has been started in memory of a passed client. The fund will award a scholarship annually to a student from the high school ; 5 post court Kinnelon NJ 07405; Start Date 06/2024; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; selecting recipient of scholarship annually.] [Two Rivers Title Company, LLC ; Title insurance sales. title insurance brokering; 40 NJ-36 E, West Long Branch, NJ 07764, United States; Start Date 08/2024; Role/Title: Independent Contractor; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF GM Wealth Partners, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WALL NJ; START DATE: 10/2025]
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Patrick Mueller's 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®
NoneExperience
Current
May 1, 2018 - Present
EAGLE STRATEGIES LLC
Office #1: 1963 State Route 34 Bldg B Suite 201, Wall, NJ 07719RIA
CRD#: 110826
WALL, NJ
Current
March 28, 2018 - Present
NYLIFE SECURITIES LLC
Office #1: 1963 State Route 34 Bldg B Suite 201, Wall, NJ 07719BD
CRD#: 5167
WALL, NJ
Past
July 19, 2016 - December 31, 2017
PRINCETON CAPITAL MANAGEMENT INC
RIA
CRD#: 105263
RED BANK, NJ
Past
March 28, 2016 - April 26, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PENNINGTON, NJ
Past
March 21, 2016 - April 26, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PENNINGTON, NJ
Past
November 4, 2013 - March 28, 2016
MORGAN STANLEY
RIA
CRD#: 149777
SEA GIRT, NJ
Past
July 3, 2013 - March 28, 2016
MORGAN STANLEY
BD
CRD#: 149777
SEA GIRT, NJ
Past
January 1, 2012 - July 10, 2013
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
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".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/29/2024)
RR
Florida(2/2/2022)
RR
Maryland(5/3/2018)
RR
New Jersey(3/28/2018)
IAR
New Jersey(5/1/2018)
RR
New York(2/8/2023)
RR
North Carolina(1/17/2024)
RR
Pennsylvania(2/17/2022)
IAR
Texas(3/17/2022)
RR
Texas(1/17/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
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
EAGLE STRATEGIES LLC
CRD#: 110826Wall, NJ 07719TRUST BUT VERIFY
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