Karl SchusterCRD 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 11 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Commonwealth Financial Network
|Bank Of America, N.a.||Sharon, MA||Jan 2015 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Sharon, MA||Nov 2014 - Current||3|
|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|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, WY
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