Stephen Schuler, financial advisor Bethesda MD

Stephen Schuler

CRD Number: 1177828
Current Firm: The Colony Group, LLC

Stephen Schuler (CRD# 1177828) is an Investment Advisor Representative working at The Colony Group, LLC in Bethesda, MD and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
The Colony Group, LLC Boston, MA Jan 2018 - Current 6
Bridgewater Wealth & Financial Management, LLC Bethesda, MD Jan 2014 - Dec 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S65 NASAA Investment Advisors Law Examination Jul 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stephen B. Schuler
Phone Number: 617-723-8200
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    18,880
    MILLIONS
  • Total Number of Accounts
    20,099
    ACCOUNTS
  • Average Account Value
    $939,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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