Andrew Schuler, financial advisor Rochester NY

Andrew Schuler

CRD Number: 7046828
Current Firm: Northlanding Financial Partners, LLC

Andrew Schuler (CRD# 7046828) is an Investment Advisor Representative working at Northlanding Financial Partners, LLC in Rochester, NY and has over 3 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Northlanding Financial Partners, LLC Rochester, NY Sep 2021 - Current < 1
Manning & Napier Investor Services, Inc. Fairport, NY Nov 2018 - Sep 2021 2
Manning & Napier Advisors, LLC Fairport, NY Nov 2018 - Sep 2021 2
Black Button Distilling Rochester, NY Jan 2018 - Jun 2019 1
Manning & Napier, LLC Fairport, NY Oct 2016 - Nov 2018 2
Accountemps Rochester, NY Jul 2016 - Oct 2016 < 1
The Bank Of New York Mellon Pittsburgh, PA Apr 2015 - May 2016 1
Enterprise Rent-a-car Pittsburgh, PA Jun 2014 - Apr 2015 < 1
Sagewell Partners Pittsburgh, PA Sep 2013 - Jun 2014 < 1
Duquesne University Pittsburgh, PA Aug 2013 - Jun 2014 < 1
Schuler-haas Electric Company Rochester, NY Jun 2013 - Aug 2013 < 1
C&g Complete Accounting Rochester, NY Jun 2013 - Jul 2013 < 1
Duquesne University Pittsburgh, PA Aug 2012 - Jun 2013 < 1
Schuler-haas Electric Company Rochester, NY Jun 2012 - Aug 2012 < 1
Duquesne University Pittsburgh, PA Aug 2011 - Jun 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2019
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Andrew L. Schuler
Phone Number: 585-497-5000
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    219
    MILLIONS
  • Total Number of Accounts
    699
    ACCOUNTS
  • Average Account Value
    $313,476
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, NY, TX

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