David Pierce Muller
Investment adviser representative at Nerdwallet Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
$262.8MFirm assets
1 yearFirm in business
Are you David Pierce Muller? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Nerdwallet Wealth Partners, LLCJul 2026 to now
- Sanford C. Bernstein & Co., LLC.Sep 2021 to Jun 2026
- Equitable Advisors, LLCDec 2019 to Sep 2021
- AXA Advisors LLCDec 2019 to Jun 2020
- UnemployedJun 2019 to Nov 2019
- Bank of America Merrill LynchMay 2018 to Aug 2018
- Tocqueville Asset ManagementMay 2017 to Aug 2017
- Syracuse UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
Nerdwallet Wealth Partners, LLC
$262.8MAssets managed
694Clients
17Advisers
1 yearIn 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
- 6964879
- Firm CRD
- 337328