Matthew
Schuster

Assetmark, Inc

CRD#6667196
Investment Advisor
in Chicago, IL

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About this Advisor

Matthew Schuster is a financial advisor working out of Chicago, Illinois who has 5 years of industry experience. Schuster is an advisor for Assetmark, Inc. The advisor has gained experience at Total Quality Logistics, Oppenheimer Funds Distributor, Inc, Strategic Interests, Centra Financial, Assetmark Financial, Inc, Assetmark Brokerage, LLC and Indiana University. Schuster maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Illinois. Assetmark, Inc is an advisory company that has its headquarters in Concord, CA. The investment advisory business has offices in four locations and a total of 752 advisors. It handles $55 billion in total assets across its 344,691 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 1,151 charities and foundations. Of its 344,691 customer accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets. The business has a broad range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services and selection of other advisers. Fees for financial management depend on which services the firm provides the client. However, fee types billed by Assetmark, Inc most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

200 W Madison Ave Suite 2200
Chicago, IL 60606

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Assetmark, Inc Brokerage Details

Total Assets Under Management

$55,215,464,971

IL Average: $7,578,581,321
Total Number of Employees

752

IL Average: 43
Total Number of Accounts

344,691

IL Average: 3,727
Average Account Size

$160,188

IL Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Pension consulting services
  • Selection of other advisers

Matthew Schuster Work History

Matthew has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Assetmark Financial, Inc

2017 - Present (7 years)

Assetmark Brokerage, LLC

2017 - 2017 (< 1 year)

Centra Financial

2016 - 2017 (1 year)

Oppenheimer Funds Distributor, Inc

2015 - 2016 (1 year)

Total Quality Logistics

2014 - 2014 (< 1 year)

Strategic Interests

2006 - 2015 (9 years)

Indiana University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Schuster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Assetmark, Inc

John Browning
Concord, CA
Kezia Samuel
Denver, CO
Michael Rossi
Concord, CA
Ryan Nolan
Concord, CA
Ryan Huddleston
Concord, CA
Nora Gillis
Concord, CA
Dylan Schlott
Concord, CA
Mindy Foulger
Concord, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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