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Jeremy Schuyler

15 Years of Experience
Fort Mill, SC
1 DisclosureBroker

Jeremy Schuyler is a registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, with 15 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

1055 Lpl Way, Fort Mill, SC, 29715

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
June 2006
Final Disposition
Employment History
Current Registrations
LPL Financial LLC
January 2023 - Present · 3 yrs 4 mos
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
LPL Financial LLC
July 2021 - December 2022 · 1 yr 5 mos
Waddell & Reed
September 2011 - July 2021 · 9 yrs 10 mos
Waddell & ReedBroker
September 2011 - July 2021 · 9 yrs 10 mos
Waddell & Reed, INC.
September 2010 - August 2011 · 11 mos
Waddell & Reed, INC.Broker
June 2010 - August 2011 · 1 yr 2 mos
State Registrations1 state
SC
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.
Jeremy Schuyler - Financial Advisor | TrueAdvisor