MS
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Mark Allan Shuster

39 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
386 clients
Average Client Portfolio
$20.5M average
Assets Under Management
$7.9B
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Location

155 N. Lake Ave., Suite 950, Pasadena, CA, 91101

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark is involved in numerous business activities, including Shuster Financial Group, Shuster Financial and Insurance Services, and several real estate investment companies. He also serves on advisory boards for various organizations and is involved with fixed life settlements, suggesting some involvement in insurance-related products.

Employment History
Current Registrations
Shuster Advisory Group, LLC
January 2015 - Present · 11 yrs 1 mo
Equitable Advisors, LLCBroker
June 1986 - Present · 39 yrs 8 mos
Previous Registrations
Kobo Retirement Strategies
March 2017 - June 2017 · 3 mos
The Sterling Group
February 2014 - August 2020 · 6 yrs 6 mos
Equitable Advisors, LLC
April 2000 - January 2025 · 24 yrs 9 mos
The Equitable Life Assurance Society of the United StatesBroker
June 1986 - January 2000 · 13 yrs 7 mos
State Registrations32 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Mark Allan Shuster - Financial Advisor | TrueAdvisor