Rollin Schuster
Rollin Schuster is a registered investment advisor at Kestra Advisory Services, LLC, based in West Hartford, CT, with 42 years of industry experience. Rollin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
29 South Main Street, Suite 300, West Hartford, CT, 06107
Get directionsHistory
Regulatory History (1)
Criminal
September 1978Other Business ActivitiesSells Insurance
Rollin is the owner of Schuster Driscoll, LLC, an insurance and investment advisory business, and spends nearly full-time managing the business and client relationships. He also dedicates about 10-20% of his time as a partner at Insurance Provider Group, focusing on marketing.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
MML Investors Services, INC.Broker
W. S. Griffith & CO., INC.Broker
G. R. Phelps & CO., INC.Broker
Travelers Equities Sales, INC.Broker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations13 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.