Unclaimed Profile

Carl Patrick Steinhilber

SHUSTER ADVISORY GROUP, LLC·PASADENA, California

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 66Clean record4 years registeredSHUSTER ADVISORY GROUP, LLC

225 S. LAKE AVE., PASADENA, CA 91101CRD# 1931102Firm CRD# 170233

Profile Verification

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

Identity

Carl Patrick Steinhilber · PASADENA, CA

Registration

CRD #1931102 · SHUSTER ADVISORY GROUP, LLC · 4 years registered

Brand Profile

Not yet started

Career History

GLOBAL RETIREMENT PARTNERS LLC

Jun 2026 – present

SHUSTER ADVISORY GROUP, LLC

Jul 2022 – present

EQUITABLE ADVISORS, LLC

Jul 2022 – Jan 2025

PASADENA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 66

Registration record

First registered · July 18, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SHUSTER ADVISORY GROUP, LLC

CRD 170233 · SEC 801-106929

AUM

$6.3B

Regulatory assets under management

Employees

730 client accounts

Services offered by SHUSTER ADVISORY GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SHUSTER ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Carl Patrick Steinhilber offer?

Carl Patrick Steinhilber specializes in Investment Management. Contact their office in PASADENA, California for a consultation.

What are Carl Patrick Steinhilber's credentials?

Carl Patrick Steinhilber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carl Patrick Steinhilber located?

Carl Patrick Steinhilber is based in PASADENA, California, working with SHUSTER ADVISORY GROUP, LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does Carl Patrick Steinhilber charge for services?

Carl Patrick Steinhilber's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHUSTER ADVISORY GROUP, LLC?

SHUSTER ADVISORY GROUP, LLC has approximately 12 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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