Gregory Schuler is a CFP-designated registered investment advisor, based in Rochester, NY, with 24 years of industry experience.
Location
190 Linden Oaks, Suite A, Rochester, NY, 14625
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory sells fixed insurance products since 2021, dedicating minimal time to this activity. This activity is investment related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2026 - Present · 3 mos
Raymond James Financial Services, INC.Broker
February 2026 - Present · 3 mos
Previous Registrations
Commonwealth Financial NetworkBroker
August 2021 - February 2026 · 4 yrs 6 mos
Commonwealth Financial Network
August 2021 - February 2026 · 4 yrs 6 mos
Spotlight Asset Group
January 2021 - August 2021 · 7 mos
Advice and Planning Services
October 2015 - November 2020 · 5 yrs 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2015 - November 2020 · 5 yrs 1 mo
LPL Financial LLCBroker
May 2012 - September 2015 · 3 yrs 4 mos
LPL Financial LLC
May 2012 - September 2015 · 3 yrs 4 mos
Hsbc Securities (USA) INC.
December 2010 - May 2012 · 1 yr 5 mos
Hsbc Securities (USA) INC.Broker
December 2010 - May 2012 · 1 yr 5 mos
AXA Advisors, LLC
September 2010 - December 2010 · 3 mos
AXA Advisors, LLCBroker
April 2001 - December 2010 · 9 yrs 8 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth
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.