Unclaimed Profile

Kimberly Anne Schuster

MERK INVESTMENTS LLC·PALO ALTO, California

Clean recordMERK INVESTMENTS LLC

960 SAN ANTONIO ROAD, PALO ALTO, CA 94303-4921CRD# 2529207Firm CRD# 112305

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kimberly Anne Schuster · PALO ALTO, CA

Registration

CRD #2529207 · MERK INVESTMENTS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kimberly Anne Schuster is a registered financial advisor based in PALO ALTO, California, affiliated with MERK INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Fee-Only Advisory

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

Speak with Kimberly

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kimberly is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

MERK INVESTMENTS LLC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MERK INVESTMENTS LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2529207

Firm CRD# 112305

View on FINRA BrokerCheck →

Looking for a financial advisor in PALO ALTO?

Browse all registered financial advisors in PALO ALTO, California or claim this profile if it's yours.

Browse PALO ALTO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kimberly Anne Schuster offer?

Kimberly Anne Schuster specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in PALO ALTO, California for a consultation.

What are Kimberly Anne Schuster's credentials?

Kimberly Anne Schuster is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberly Anne Schuster located?

Kimberly Anne Schuster is based in PALO ALTO, California, working with MERK INVESTMENTS LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Kimberly Anne Schuster charge for services?

Kimberly Anne Schuster's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERK INVESTMENTS LLC?

MERK INVESTMENTS LLC has approximately 7 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →