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Carl Steinhilber

36 Years of Experience
Pasadena, CA
Broker

Carl Steinhilber is a registered investment advisor at Shuster Advisory Group, LLC, based in Pasadena, CA, with 36 years of industry experience. Carl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 435 clients with $10B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
435 clients
Average Client Portfolio
$23.7M average
Assets Under Management
$10.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Shuster Advisory Group generates its revenue entirely from investment advisory services based on a standard fee schedule linked to plan assets, though fees are negotiable and can be charged on a flat-fee or percentage-of-assets basis. Fees are generally billed monthly or quarterly in arrears based on asset valuations from the last trading day of the month or through annual flat fees billed periodically. There is no account minimum required to utilize Shuster's services.

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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 · 4 yrs 3 mos
Equitable Advisors, LLC
January 2019 - Present · 7 yrs 9 mos
Equitable Advisors, LLCBroker
January 2019 - Present · 7 yrs 9 mos
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

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
No exam information available for this advisor.
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