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Ethan Schuchman

24 Years of Experience
Baltimore, MD
Broker

Ethan Schuchman is a registered investment advisor at LPL Financial LLC, based in Baltimore, MD, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

2835 Smith Ave Suite 203, Baltimore, MD, 21209

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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

Ethan is associated with Cross Country Wealth Management, operating under a DBA, since 2012. He dedicates his full time to this activity.

Employment History
Current Registrations
LPL Financial LLC
December 2012 - Present · 13 yrs 5 mos
LPL Financial LLCBroker
December 2012 - Present · 13 yrs 5 mos
Previous Registrations
Nationwide Securities, LLC
September 2011 - December 2012 · 1 yr 3 mos
Nationwide Securities, LLCBroker
August 2011 - December 2012 · 1 yr 4 mos
Financial Network Investment Corporation
June 2002 - August 2011 · 9 yrs 2 mos
Financial Network Investment CorporationBroker
July 2001 - August 2011 · 10 yrs 1 mo
State Registrations13 states
CTDEFLMDMONCNJNYOHPASCVAWI
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.