Daniel Patrick Mueller
Investment adviser representative at Eagle Strategies LLC
10 yearsExperience
2 statesRegistered in
$32BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Gm Wealth Partners, LLCOct 2025 to now
- Eagle Strategies LLCApr 2018 to now
- New York Life Insurance CompanyMar 2018 to now
- Nylife Securities LLCMar 2018 to now
- Elite EntertainmentOct 2017 to now
- Podell Financial Group, LLCOct 2020 to Jun 2023
- Princeton Capital Management Inc.May 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5994283
- Firm CRD
- 110826