Karl Schuster, financial advisor Stoughton MA
93 score

Karl Schuster

CRD Number: 5327225
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Karl Schuster (CRD# 5327225) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stoughton, MA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Sharon, MA Jan 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sharon, MA Nov 2014 - Current 2
Mml Investors Services LLC Boston, MA Sep 2013 - Nov 2014 1
Massmutual Life Insurance Co Boston, MA Sep 2013 - Nov 2014 1
Eagle Strategies LLC Waltham, MA Jun 2012 - Sep 2013 1
Nylife Securities LLC Waltham, MA Jul 2010 - Sep 2013 3
New York Life Insurance Co Waltham, MA Jun 2010 - Sep 2013 3
New York Life Investment Management LLC Westwood, MA Mar 2007 - Jun 2010 3
Nylife Distributors Westwood, MA Mar 2007 - Jun 2010 3
Fm Global - Sheraton Four Points Norwood, MA Oct 1998 - Feb 2007 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2007
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Karl M. Schuster
Phone Number: 800-637-7455
Registered State(s):
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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