Rollin Schuster, financial advisor West Hartford CT

Rollin Schuster

CRD Number: 1211403
Current Firm: Kestra Advisory Services, LLC

Rollin Schuster (CRD# 1211403) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in West Hartford, CT and has over 39 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Kestra Advisory Services, LLC Farmington, CT Apr 2016 - Current 8
Kestra Investment Services, LLC Farmington, CT Jun 2006 - Current 17
Schuster Driscoll & Company Farmington, CT Jan 1992 - Current 32
Connecticut Mutual Life Ins. Company Hartford, CT May 1987 - Current 36
Travelers Hartford, CT Sep 1985 - Current 38
Nfp Securities, Inc. Farmington, CT Jun 2006 - Apr 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination May 2010
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 Rollin G. Schuster
Phone Number: 8445537872
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    48,324
    MILLIONS
  • Total Number of Accounts
    140,425
    ACCOUNTS
  • Average Account Value
    $344,129
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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