Carl Steinhilber is a registered investment advisor at Shuster Advisory Group, LLC, based in Pasadena, CA, with 36 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 386 clients with $7.9B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
155 N. Lake Ave., Suite 950, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Carl is an Investment Advisory Representative dually affiliated with ORIA Shuster Advisory Group, LLC. He also serves as a Power of Attorney for an immediate family member.
Employment History
Current Registrations
Shuster Advisory Group, LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
Equitable Advisors, LLC
MML Distributors, LLCBroker
MML Investors Services, LLCBroker
Ing Financial Advisers, LLCBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.