Unclaimed Profile

Mark Allan Shuster

SHUSTER ADVISORY GROUP, LLC·HONOLULU, Hawaii

SIE, Series 6, Series 7, Series 63, Series 65Clean record26 years registeredSHUSTER ADVISORY GROUP, LLC

1003 BISHOP ST., #1820, HONOLULU, HI 96813CRD# 1402702Firm CRD# 170233

Profile Verification

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

Identity

Mark Allan Shuster · HONOLULU, HI

Registration

CRD #1402702 · SHUSTER ADVISORY GROUP, LLC · 26 years registered

Brand Profile

Not yet started

Career History

GLOBAL RETIREMENT PARTNERS LLC

Jun 2026 – present

HUB INTERNATIONAL INVESTMENT SERVICES INC.

Feb 2026 – present

SHUSTER ADVISORY GROUP, LLC

Jan 2015 – present

KOBO RETIREMENT STRATEGIES

Mar 2017 – Jun 2017

PASADENA, CA

THE STERLING GROUP

Feb 2014 – Aug 2020

PASADENA, CA

EQUITABLE ADVISORS, LLC

Apr 2000 – Jan 2025

PASADENA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · April 6, 2000

Years registered · 26

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 Mark Allan Shuster offer?

Mark Allan Shuster specializes in Investment Management. Contact their office in HONOLULU, Hawaii for a consultation.

What are Mark Allan Shuster's credentials?

Mark Allan Shuster is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Allan Shuster located?

Mark Allan Shuster is based in HONOLULU, Hawaii, working with SHUSTER ADVISORY GROUP, LLC. Their office serves clients in the HONOLULU metropolitan area and surrounding communities.

How does Mark Allan Shuster charge for services?

Mark Allan Shuster'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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