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Carl Patrick Steinhilber

35 Years of Experience
Broker
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 Activities

Carl is an Investment Advisory Representative dually affiliated with ORIA Shuster Advisory Group, LLC. He also serves as a Power of Attorney for an immediate family member.

Employment History
Current Registrations
Shuster Advisory Group, LLC
July 2022 - Present · 3 yrs 7 mos
Equitable Advisors, LLC
January 2019 - Present · 7 yrs 1 mo
Equitable Advisors, LLCBroker
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Equitable Advisors, LLC
July 2022 - January 2025 · 2 yrs 6 mos
MML Distributors, LLCBroker
May 2014 - May 2018 · 4 yrs
MML Investors Services, LLCBroker
August 2011 - May 2014 · 2 yrs 9 mos
Ing Financial Advisers, LLCBroker
October 1993 - August 2011 · 17 yrs 10 mos
Aetna Life Insurance and Annuity CompanyBroker
April 1989 - October 1993 · 4 yrs 6 mos
State Registrations2 states
CASC
AdvisorBroker
Exams
No exam information available for this advisor.
Carl Patrick Steinhilber - Financial Advisor | TrueAdvisor