Stephen Schuller
Stephen Schuller is a registered investment advisor at Prospera Financial Services, INC., based in Jacksonville, FL, with 37 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,103 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
Maximum annual fee across investment management programs is 2.15% of assets under management. Fees are negotiable based on account size, complexity, and services provided.
Fee Estimator
Location
Jacksonville, FL
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Regulatory History (1)
Regulatory
February 2023Other Business Activities
Stephen is a manager at Stephen Schuller, LLC, working as a business broker with Florida Business Exchange, Inc. He consults on the purchase and sale of operating businesses, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Previous Registrations
Dorsey & Company INC.
Dorsey & Company, INC.Broker
New England SecuritiesBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations12 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.
Exams
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