Margaret E. Mueller
Professional summary
Margaret Elizabeth Mueller, who also goes by Margaret Elizabeth Cramer, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in St Louis, Missouri and CHARLES SCHWAB & CO., INC. located in St Louis, Missouri.
Margaret is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Margaret has worked at 5 firms and has passed the Series 66, Series 34, SIE, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Margaret Elizabeth Mueller's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 30, 2024 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 500 Maryville University Drive, St Louis, MO 63141January 2, 2025 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 500 Maryville University Drive, St Louis, MO 63141January 26, 2023 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 500 Maryville University Drive, St Louis, MO 63141July 30, 2024 - July 30, 2024
CHARLES SCHWAB & CO., INC.
September 19, 2017 - December 31, 2023
TD AMERITRADE, INC.
January 22, 2016 - February 26, 2018
SCOTTRADE, INC.
December 1, 2014 - January 21, 2016
WELLS FARGO CLEARING SERVICES, LLC
October 1, 2014 - January 21, 2016
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/26/2023)
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Exams
FINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
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
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035St Louis, MO 63141TRUST BUT VERIFY
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