David Vollmer has been Managing Member and Chief Compliance Officer of PFS Partners since June 2008, is a control person of the firm and directly owns 75% or more of it.
PFS Partners, LLC is a Mine Hill, NJ firm with $436M under management, 528 clients and 10 advisers across 5 offices, as of its February 2026 filing.
David Vollmer is Chief Operating Officer and Managing Partner of Precision Financial. In 2007 he became a Managing Partner of PFS Partners, LLC. Before working for the firm, he was a trader at Carlin Securities Group on Wall Street, where some of his responsibilities included training and managing foreign traders in US markets.
David Vollmer’s longest registration is the current one, 17 years at PFS Partners since 2009.
- LPL Financial LLC– · 5 yearsMine Hill, NJ · Adviser representative · Firm CRD 6413
- Precision Financial ServicesCurrent– present · 17 yearsMine Hill, NJ · Adviser representative · Firm CRD 147872
Professional designations
Listed by PFS Partners
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
David Vollmer is registered as an investment adviser representative in 2 states. The first approvals date from February 2009; the most recent is Texas, in November 2018.
- New JerseySince 2 February 2009
- TexasSince 27 November 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 December 2008 |
| Series 24 | General Securities Principal Examination | 30 March 2007 |
| Series 55 | Limited Representative-Equity Trader Exam | 30 November 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 August 2000 |
| Series 7 | General Securities Representative Examination | 20 December 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Ryan Vollmer
- CRD
- 4088139
- Firm
- PFS Partners · CRD 147872
- Role
- Managing Member and Chief Compliance Officer
- Office
- 350 US HIGHWAY 46, Mine Hill, NJ 07803
- Registration
- Investment adviser registration
- In the industry since
- February 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- precisionfinancialservices.com
Where does David Vollmer work?
David Vollmer has been Managing Member and Chief Compliance Officer of PFS Partners, LLC since June 2008, and is a control person of the firm.
Is David Vollmer a financial advisor?
Yes. David Vollmer has a current investment-adviser registration in New Jersey and Texas, through PFS Partners since February 2009.
How many years of experience does David Vollmer have?
David Vollmer has 17 years in the financial industry, since February 2009, across 2 adviser firms.
What exams has David Vollmer passed?
David Vollmer has passed 5 licensing exams: the Series 7, Series 63, Series 55, Series 24 and Series 66. The earliest, the Series 7, was passed in December 1999. FINRA credited David Vollmer with the SIE, which began in October 2018.
Where is David Vollmer based?
David Vollmer’s registered office is in Mine Hill, NJ.
Is David Vollmer registered with FINRA?
No. David Vollmer has no current broker registration.
Is David Vollmer a CFA charterholder?
PFS Partners lists David Vollmer with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: David Vollmer, CFA biography, precisionfinancialservices.com
How can I verify David Vollmer’s record?
Search CRD 4088139 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Vollmer’s full registration record.