Deborah Shuster
Deborah Shuster is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Cranston, RI, with 44 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
Location
1000 Chapel View Blvd.,, Suite #200, Cranston, RI, 02920
Get directionsHistory
Regulatory History
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
Deborah co-owns real estate properties and is a partner/wealth advisor at Northeast Investment Group, where she provides financial advice, insurance, and investment advisory services. She also holds a board position at the Ralph & Clara Shuster Foundation, assisting with the transition to a new brokerage account.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Private Wealth Services, LLC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Dean Witter Reynolds INC.Broker
E. F. Hutton & Company INCBroker
State Registrations7 states
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.