RS
Robert C. Schuster
NED DAVIS RESEARCH
Venice, FL
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CRD#: 1942984
RS
Professional summary
Robert Clifton Schuster is a registered financial advisor currently at NED DAVIS RESEARCH, INC. located in Venice, Florida.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Robert has worked at 6 firms and has passed the Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Journey To Master Class, LLC; President; not investment related; Venice, FL; Coaching, education targeted to sporting clay activities; 12/2021; 10 hrs/month; 5 hrs/month during trading hrs; Blog post & maintenance, create content, coach. 2) Heaven's Gift; not investment related; Mineral Blu??, GA; Rental income; Owner; 2005; Internet with rental management team. 3 hours / month; 0 hours during trading hours. 3) Market research consulting: Venice, FL. Not investment related. Guidepost reaches out to industry experts to provide feedback for businesses looking for market space input. Focus is around RIA space. since 2023; .25 hours / month]; .25 hours during trading hours. 4) Real Estate Lending: Venice, FL. Invested related. Short-term bridge lending on real estate deals; since 7/2021; 1 hours / month; .5 hours/month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Clifton Schuster's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 21, 2025 - Present
NED DAVIS RESEARCH, INC.
RIA
CRD#: 112260
Venice, FL
Past
February 27, 2024 - May 23, 2024
METRIC FINANCIAL, LLC
BD
CRD#: 33324
Malvern, PA
Past
May 23, 2023 - May 30, 2024
CMG CAPITAL MANAGEMENT GROUP, INC.
RIA
CRD#: 110750
Venice, FL
Past
April 26, 2022 - January 25, 2024
INTEGRAL WEALTH SECURITIES LLC
BD
CRD#: 36143
NEW YORK, NY
Past
May 1, 2012 - October 28, 2020
NED DAVIS RESEARCH, INC.
RIA
CRD#: 112260
VENICE, FL
Past
April 12, 1991 - January 4, 2010
DAVIS, MENDEL & REGENSTEIN, INC.
BD
CRD#: 8521
ATLANTA, GA
Past
December 19, 1989 - January 9, 1990
GUNNALLEN FINANCIAL, INC
BD
CRD#: 17609
TAMPA, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ND
NED DAVIS RESEARCH, INC.
NDR | NED DAVIS RESEARCH, INC. | NED DAVIS RESEARCH GROUP
CRD#: 112260 / SEC#: 801-60241
RIA
Registered Investment Advisory firm - (5/31/2001 Approved)Connecticut
Registered Investment Advisory firm - (12/6/2012 Terminated)Georgia
Registered Investment Advisory firm - (12/3/2012 Terminated)Illinois
Registered Investment Advisory firm - (10/5/2012 Terminated)New Jersey
Registered Investment Advisory firm - (12/19/2012 Terminated)Texas
Registered Investment Advisory firm - (11/30/2012 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(2/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/26/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
ND
NED DAVIS RESEARCH, INC.
NDR | NED DAVIS RESEARCH, INC. | NED DAVIS RESEARCH GROUP
CRD#: 112260 / SEC#: 801-60241
RIA
Registered Investment Advisory firm - (5/31/2001 Approved)Connecticut
Registered Investment Advisory firm - (12/6/2012 Terminated)Georgia
Registered Investment Advisory firm - (12/3/2012 Terminated)Illinois
Registered Investment Advisory firm - (10/5/2012 Terminated)New Jersey
Registered Investment Advisory firm - (12/19/2012 Terminated)Texas
Registered Investment Advisory firm - (11/30/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3665 Bee Ridge Road Suite 306, Sarasota, FL 34233
Mailing Address
Phone number
(941) 412-2300
Established
Firm type
Fiscal year end
# of Employees
70
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 248,514 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
