Randy S. Schuster

VALMARK ADVISERS

Pittsford, NY 14534

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CRD#: 2568689

Professional summary

Randy Steven Schuster, who also goes by Randy Schuster, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Pittsford, New York and VALMARK SECURITIES, INC. located in Sarasota, Florida.

Randy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Randy has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Randy Schuster

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) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: COORDINATED PLAN, INC. | POSITION HELD: AGENT| ADDRESS: 1180 PITTSFORD VICTOR ROAD PITTSFORD, NY 14534 | START DATE: 3/15/2020 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 |DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS./// 2) AUTHOR, NOT INVESTMENT-RELATED, 221 MONTEROY ROAD, ROCHESTER, NY 14618, WRITING BOOKS, PROPRIETOR/OWNER, START DATE: 2007, APPROXIMATE NUMBER OF HOURS/MONTH: 10-25, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10-25, DUTIES: AUTHOR OF BOOK./// 3) REAL ESTATE, NOT INVESTMENT-RELATED, 2710 WEST HENRIETTA ROAD, ROCHESTER, NY 14623, REAL ESTATE PROPERTY, SILENT PARTNER, START DATE: JULY 2011, APPROXIMATE NUMBER OF HOURS/MONTH: LESS THAN 10, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: LESS THAN 10, DUTIES: SILENT PARTNER - NO DUTIES./// 4) JEWISH FEDERATION OF ROCHESTER | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: PRESIDENT| ADDRESS: 255 EAST AVENUE ROCHESTER NY 14607 | START DATE: 7/1/2025 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: 10-20 | DESCRIPTION OF DUTIES: ATTEND MONTHLY BOARD MEETINGS AND SET STRATEGY AND VISION FOR ORGANIZATION./// 5) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: COORDINATED PLAN | POSITION HELD:PRESIDENT OWNER | ADDRESS: 1080 PITTSFORD VICTOR ROAD PITTSFORD, NY 14534 | START DATE: 1/1/1998 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randy Steven Schuster's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 3, 2020 - Present

VALMARK ADVISERS, INC.

Office #1: 1080 Pittsford Victor Rd., Suite 201, Pittsford, NY 14534

RIA

CRD#: 108050

Pittsford, NY

Current

August 3, 2020 - Present

VALMARK SECURITIES, INC.

Office #2: 1080 Pittsford Victor Road, Pittsford, NY 14534

CRD#: 31243

Sarasota, FL

Past

November 19, 2007 - August 4, 2020

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

PITTSFORD, NY

Past

November 16, 2007 - August 4, 2020

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

PITTSFORD, NY

Past

February 19, 1998 - December 3, 2007

1717 CAPITAL MANAGEMENT COMPANY

RIA

CRD#: 4082

ROCHESTER, NY

Past

January 11, 1995 - December 3, 2007

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

ROCHESTER, NY

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".

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Alabama
(2/27/2025)

Arizona
(8/3/2020)

California
(8/3/2020)

IAR

California
(8/5/2020)

IAR

Colorado
(8/3/2020)

IAR

Connecticut
(11/8/2021)

Delaware
(8/17/2020)

IAR

Delaware
(8/18/2020)

District of Columbia
(8/3/2020)

Florida
(8/3/2020)

IAR

Florida
(8/18/2020)

Georgia
(8/4/2020)

Illinois
(8/3/2020)

IAR

Illinois
(8/5/2020)

Indiana
(8/3/2020)

IAR

Indiana
(11/18/2021)

Maine
(8/3/2020)

IAR

Maine
(8/4/2020)

Maryland
(8/3/2020)

IAR

Maryland
(8/22/2022)

Massachusetts
(8/3/2020)

IAR

Massachusetts
(9/3/2020)

Minnesota
(8/1/2024)

IAR

Nevada
(8/11/2020)

New Hampshire
(8/3/2020)

IAR

New Hampshire
(8/24/2020)

New Jersey
(8/3/2020)

IAR

New Jersey
(8/5/2020)

New York
(8/3/2020)

IAR

New York
(4/6/2021)

North Carolina
(8/3/2020)

IAR

North Carolina
(8/3/2020)

Ohio
(12/22/2023)

IAR

Ohio
(9/6/2024)

Oregon
(3/28/2022)

IAR

Oregon
(6/7/2022)

Pennsylvania
(8/3/2020)

IAR

Pennsylvania
(8/3/2020)

IAR

Rhode Island
(8/5/2020)

South Carolina
(8/3/2020)

IAR

South Carolina
(8/4/2020)

Texas
(8/3/2020)

IAR

Texas
(8/3/2020)

Virginia
(8/3/2020)

IAR

Virginia
(8/3/2020)

Washington
(8/3/2020)

IAR

Washington
(8/19/2020)

Wisconsin
(8/3/2020)

IAR

Wisconsin
(8/3/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/24/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/21/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/20/1994

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

VALMARK ADVISERS, INC.

VALMARK ADVISERS INC | VALMARK ADVISERS, INC.

CRD#: 108050 / SEC#: 801-55564

RIA

Registered Investment Advisory firm - (5/29/1998 Approved)

Wyoming

Registered Investment Advisory firm - (8/11/2017 Terminated)

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Contact information

Main Address

130 Springside Drive Suite 300, Akron, OH 44333

Mailing Address

Phone number

(800) 765-5201

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/16/2025)

VALMARK ADVISERS, INC SEC FORM 2A FIRM BROCHURE (6/16/2025)

Regulatory assets under management

Total Number of Accounts	19,096
AUM (Assets Under Management)	$ 8,379,181,235

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Randy S. Schuster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randy Steven Schuster's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

1717 CAPITAL MANAGEMENT COMPANY

1717 CAPITAL MANAGEMENT COMPANY

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/24/1996

Series 63

Date: 12/21/1994

SIE

Date: 10/1/2018

Series 6

Date: 12/20/1994

FINRA

Current Firm

VALMARK ADVISERS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALMARK ADVISERS, INC.

TRUST BUT VERIFY

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