Stephen Schuler, financial advisor Bethesda MD
73 score

Stephen Schuler

CRD Number: 1177828
Current Firm: Bridgewater Wealth & Financial Management, LLC

Stephen Schuler (CRD# 1177828) is an Investment Advisor Representative working at Bridgewater Wealth & Financial Management, LLC in Bethesda, MD and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Bridgewater Wealth & Financial Management, LLC Bethesda, MD Jan 2014 - Current 2
Maryland Capital Management, Inc. Baltimore, MD Oct 1999 - Dec 2013 14
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Stephen B. Schuler
Phone Number: 301-656-1200
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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