Bryce
Schuler

Bcas

CRD#7158147
Investment Advisor
in Bedford, NH

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About this Advisor

Bryce Schuler is a financial advisor based in Bedford, New Hampshire, working with Bcas. Bryce has previously held positions at American Investment Services, Inc, Trinity College, Monument Mountain High School, Baldwin & Clarke Advisory Services LLC, New England Private Wealth Advisors LLC, Almgren Law, and Harrigan Insurance & Financial Services. Bryce has passed the Series 65 regulatory exam and is registered to provide services in New Hampshire. Currently, Bryce is part of Bcas, which operates out of Bedford, New Hampshire. The firm has 9 employees and manages assets totaling $346.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Bcas includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1 Bedford Farms Dr Suite 102
Bedford, NH 03110

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Bcas Brokerage Details

Total Assets Under Management

$346,387,223

NH Average: $509,638,208
Total Number of Employees

9

NH Average: 12
Total Number of Accounts

620

NH Average: 581
Average Account Size

$558,689

NH Average: $877,174

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Bryce Schuler Work History

2023 - Present (1 year)

Baldwin & Clarke Advisory Services LLC

2022 - 2023 (1 year)

New England Private Wealth Advisors LLC

2019 - 2022 (3 years)

American Investment Services, Inc

2018 - 2018 (< 1 year)

American Investment Services, Inc

2018 - 2019 (1 year)

American Investment Services, Inc

2018 - 2018 (< 1 year)

Trinity College

2018 - 2019 (1 year)

Trinity College

2017 - 2017 (< 1 year)

American Investment Services, Inc

2016 - 2016 (< 1 year)

Harrigan Insurance & Financial Services

2015 - 2019 (4 years)

Trinity College

2015 - 2015 (< 1 year)

Almgren Law

2015 - 2016 (1 year)

Harrigan Insurance & Financial Services

2014 - 2015 (1 year)

Monument Mountain High School

Disclosures

Please visit the SEC profile of Bryce Schuler 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 Bcas

Bryce Schuler
Bedford, NH
Robert Hickok
Bedford, NH
Noah Kabbara
Bedford, NH
Sean Clarke
Bedford, NH
Laura Robitaille
Bedford, NH
Scott Lavalley
Bedford, NH
John Clarke
Bedford, NH
Charles Baldwin
Bedford, NH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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