RS
CFA
RS
CFA

Robert Schuster

30 Years of Experience
Venice, FL

Robert Schuster is a CFA-designated registered investment advisor at Ned Davis Research, INC., based in Venice, FL, with 30 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,577 clients with $2.2M in assets under management.

Compensation
Fixed/Hourly
Firm Size
17 advisors
IM Fee
Planning only
Assets Under Management
$2.2M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Venice, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is the President of Journey To Master Class, LLC, providing coaching and education for sporting clay activities, dedicating a few hours per week. He also owns rental property, spends minimal time on market research consulting, and is involved in real estate lending.

Employment History
Current Registrations
Ned Davis Research, INC.
February 2025 - Present · 1 yr 2 mos
Previous Registrations
Metric Financial, LLCBroker
February 2024 - May 2024 · 3 mos
Cmg Capital Management Group, INC.
May 2023 - May 2024 · 1 yr
Integral Wealth Securities LLCBroker
April 2022 - January 2024 · 1 yr 9 mos
Ned Davis Research, INC.
May 2012 - October 2020 · 8 yrs 5 mos
Davis, Mendel & Regenstein, INC.Broker
April 1991 - January 2010 · 18 yrs 9 mos
Napex Financial CORP.Broker
December 1989 - January 1990 · 1 mo
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.