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RM

Rudolf J. Mueller

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CRD#: 601732
RM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Rudolf Johannes Mueller was a registered financial professional .

Rudolf is a previously registered financial professional and started their career in finance in 1982. Rudolf had worked at 6 firms and has passed the Series 63, Series 99TO, Series 52TO, Series 7TO, SIE, Series 1, Series 24, F04 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
TOCQUEVILLE ASSET MANAGEMENT L.P., INVESTMENT ADVISOR, IS AN AFFILIATE OF AND OPERATES OUT OF THE SAME OFFICES AS TOCQUEVILLE SECURITIES L.P., EMPLOYMENT DATE 12/04/2013, TITLE PORTFOLIO MANAGER, APPROXIMATELY 94% TO 96% (APPROXIMATELY 165 HOURS) OF TIME A MONTH IS DEVOTED TO TOCQUEVILLE ASSET MANAGEMENT L.P., DEPENDING ON BUSINESS REQUIREMENTS.

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

September 15, 2014 - April 30, 2024

TOCQUEVILLE ASSET MANAGEMENT LP

RIA
CRD#: 105690
NEW YORK, NY
Past

December 4, 2013 - April 30, 2024

TOCQUEVILLE SECURITIES L.P.

BD
CRD#: 26001
NEW YORK, NY
Past

February 14, 1994 - December 16, 2013

THE WINCHESTER GROUP, INC.

RIA
CRD#: 27704
NEW YORK, NY
Past

May 8, 1991 - February 18, 2014

THE WINCHESTER GROUP, INC.

BD
CRD#: 27704
NEW YORK, NY
Past

January 26, 1989 - October 1, 1991

THE STAMFORD COMPANY, INC.

BD
CRD#: 23725
Past

April 14, 1982 - January 26, 1989

STAMFORD CAPITAL, STERLING GRACE & CO., INC.

BD
CRD#: 8282
Past

February 17, 1982 - May 11, 1982

VAN BERGEN & CO., INCORPORATED

BD
CRD#: 6212

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".
TA
TOCQUEVILLE ASSET MANAGEMENT LP
TOCQUEVILLE ASSET MANAGEMENT LP

CRD#: 105690 / SEC#: 801-36209

RIA
Registered Investment Advisory firm - (4/27/1990 Approved)

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: 5/5/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/30/1965
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
F04
Date: 7/14/1980
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 40
Date: 1/21/1974
Registered Principal Examination

Current Firm


TA
TOCQUEVILLE ASSET MANAGEMENT LP
TOCQUEVILLE ASSET MANAGEMENT LP

CRD#: 105690 / SEC#: 801-36209

RIA
Registered Investment Advisory firm - (4/27/1990 Approved)
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Contact information


Main Address
40 West 57th Street 19th Floor, New York, NY 10019
Mailing Address
Phone number
(212) 698-0800
Established
Firm type
Fiscal year end
# of Employees
77

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TOCQUEVILLE ASSET MANAGEMENT LP BROCHURE JUNE 2025 (6/4/2025)

Regulatory assets under management


Total Number of Accounts2,440
AUM (Assets Under Management)$ 9,660,385,107

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
08/26/2025
Cover Page
09/27/2024
02/22/2024
03/16/2023

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


TOCQUEVILLE ASSET MANAGEMENT LP

CRD#: 105690

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