Matthew Schuster is a registered investment advisor, based in Chicago, IL, with 8 years of industry experience.
Location
Chicago, IL
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 →Employment History
Current Registrations
Valmark Advisers, INC.
May 2025 - Present · 1 yr
Valmark Securities, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
Assetmark, INC.
April 2018 - January 2025 · 6 yrs 9 mos
Assetmark Brokerage, LLCBroker
February 2018 - January 2025 · 6 yrs 11 mos
Oppenheimerfunds Distributor, INC.Broker
August 2016 - February 2017 · 6 mos
State Registrations4 states
ILOHPATN
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.