Megan Elizabeth Muller
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Schneider Downs Wealth Management Advisors, LPAug 2022 to now
- Three Cord True Wealth ManagementSep 2021 to Aug 2022
- Blue Sky Closing ServicesJun 2021 to Sep 2021
- H2r Cpa, Cottril Arbutina DivisionFeb 2021 to May 2021
- Robert Morris UniversityAug 2019 to Jan 2021
- Anderson MerchandisersJun 2019 to Aug 2020
- Key Bank Pavilion-Live Nation EntertainmentApr 2018 to Sep 2019
- Not EmployedJan 2014 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Schneider Downs Wealth Management Advisors, LP
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7434527
- 128591