RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
P••• D•••• M•••••
- Title
- Relationship Manager and Founderreportedvisionretirement.comfirm site, Sep 17, 2026
- Designations
- AEP, CFPreportedvisionretirement.comas printed on the bio page, Sep 17, 2026
- Years, as the firm states
- 30reportedvisionretirement.com“Paul graduated from the State University of New York at Albany with a degree in Economics and has over 30 years of experience in the financial industry.”
- Professional profile
- visionretirement.com/paul-muller-cfpreportedvisionretirement.comfirm site, Sep 17, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- V••••• R••••••••• independent RIA currentsince Nov 25, 2014 · R••••••••, Nj
- R•••••••• F•••••••• A•••••••• L•• unclassifiedJun 27, 2006 to Dec 31, 2008 · R••••••••, Nj
- R•••••••• F•••••••• A•••••••• L•• unclassifiedJun 27, 2006 to Dec 31, 2009 · R••••••••, Nj
- P•••••••• F•••••••• S•••••••• I••• unclassifiedDec 15, 2003 to Dec 31, 2004 · Nutley, Nj
- L•• F•••••••• L•• BD affiliatedFeb 14, 2003 to Aug 2, 2005 · Nutley, Nj
- C••• B•••••••• S•••••••• I••• formerJul 1, 2002 to Feb 18, 2003 · Nutley, Nj
- R•••••••• F•••••••• A•••••••• L•• to V••••• R•••••••••left Dec 31, 2009, registered Nov 25, 2014 (1790 days) · Other
- L•• F•••••••• L•• to P•••••••• F•••••••• S•••••••• I•••left Aug 2, 2005, registered Dec 15, 2003 (-596 days) · Other
- P•••••••• F•••••••• S•••••••• I••• to R•••••••• F•••••••• A•••••••• L••left Dec 31, 2004, registered Jun 27, 2006 (543 days) · Other
- C••• B•••••••• S•••••••• I••• to L•• F•••••••• L••left Feb 18, 2003, registered Feb 14, 2003 (-4 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address