Peter ShustermanCRD Number: 1460819
Current Firm: Osaic Wealth, Inc.
Peter Shusterman (CRD# 1460819) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Diego, CA and has over 37 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Osaic Wealth, Inc.||San Diego, CA||Sep 2023 - Current||< 1|
|Shusterman Wealth Management||San Diego, CA||Sep 2016 - Current||7|
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Current||14|
|Various Insurance Companies||San Diego, CA||Nov 1996 - Current||26|
|Shusterman Financial Services||San Diego, CA||Jan 1990 - Sep 2016||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1986|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management29,536MILLIONS
Total Number of Accounts149,233ACCOUNTS
Average Account Value$197,920
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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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