Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Bruce Schuler is a financial advisor at The Colony Group, LLC. Stephen has been in the industry since 1983 and is registered to provide investment advice in Maryland. Stephen has a wide range of experience in the industry and has worked for several firms including BT Alex. Brown Incorporated and Smith Barney, Harris Upham & Co., Incorporated. Stephen has been a registered investment advisor since 1995.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
MD
02/21/2018 - Present
THE Colony Group, LLC (Bethesda MD)
MD
09/01/1997 - 10/11/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
04/06/1988 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NA
12/14/1984 - 05/17/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
12/14/1984 - 12/28/1984
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
08/23/1983 - 12/14/1984
DEAN WITTER REYNOLDS INC.
IA
Issued 07/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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