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GS

Gustave J. Schmidt

INVESTMENT NETWORK
Smithtown, NY 11787
Some features on this profile are disabled
CRD#: 2709698
GS

Professional summary


Gustave James Schmidt JR, who also goes by Gus Schmidt Jr, is a registered financial professional currently at INVESTMENT NETWORK, INC. located in Smithtown, New York.

Gustave is registered as a RR (Registered Representative) and started their career in finance in 1996. Gustave has worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gus Schmidt Jr

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Gustave James Schmidt JR'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

January 4, 2017 - Present

INVESTMENT NETWORK, INC.

Office #1: 732 Smithtown Bypass Suite A50, Smithtown, NY 11787
RIA
BD
CRD#: 127724
Smithtown, NY
Past

May 10, 2013 - December 31, 2016

EDI FINANCIAL, INC.

BD
CRD#: 15699
SMITHTOWN, NY
Past

June 20, 2012 - June 6, 2013

COLORADO FINANCIAL SERVICE CORPORATION

BD
CRD#: 104343
SMITHTOWN, NY
Past

December 11, 2008 - June 20, 2012

BROOKSTONE SECURITIES, INC.

BD
CRD#: 13366
SMITHTOWN, NY
Past

October 13, 2008 - October 17, 2008

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
NEW YORK, NY
Past

April 22, 2002 - December 23, 2008

EMPIRE FINANCIAL GROUP, INC.

BD
CRD#: 28759
SMITHTOWN, NY
Past

November 22, 1999 - April 18, 2002

AMERICAN INVESTMENT SERVICES, INC.

BD
CRD#: 21111
OKLAHOMA CITY, OK
Past

May 18, 1998 - December 7, 1999

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

March 11, 1998 - May 21, 1998

MORGAN GRANT CAPITAL CORP.

BD
CRD#: 28595
GARDEN CITY, NY
Past

February 28, 1996 - February 26, 1998

LADENBURG CAPITAL MANAGEMENT INC.

BD
CRD#: 14623
BETHPAGE, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
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

RR
Arkansas
(8/16/2023)
RR
California
(1/4/2017)
RR
Connecticut
(3/30/2021)
RR
Florida
(1/4/2017)
RR
Georgia
(5/9/2019)
RR
Idaho
(2/17/2017)
RR
Illinois
(1/8/2024)
RR
Iowa
(1/4/2017)
RR
Kansas
(1/24/2017)
RR
Kentucky
(8/16/2023)
RR
Louisiana
(1/8/2024)
RR
Maryland
(1/4/2017)
RR
Minnesota
(1/18/2017)
RR
Missouri
(3/13/2017)
RR
New Jersey
(1/4/2017)
RR
New York
(1/4/2017)
RR
North Carolina
(8/16/2023)
RR
Ohio
(1/4/2017)
RR
Pennsylvania
(8/16/2023)
RR
South Dakota
(1/17/2020)
RR
Texas
(1/4/2017)
RR
Utah
(1/12/2017)
RR
Virginia
(1/4/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 3/12/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


IN
INVESTMENT NETWORK, INC.
INVESTMENT NETWORK, INC.

CRD#: 127724 / SEC#: , 8-66036

Ohio
Registered Investment Advisory firm - SEC (4/17/2015 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
4639 Whipple Ave Nw, Canton, OH 44718
Mailing Address
4639 Whipple Ave Nw, Canton, OH 44718
Phone number
(330) 564-0568
Established
Ohio since 04/24/2003
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
25

FINRA licenses (27 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ARNOLD, GARY LEESHAREHOLDER852859
DYER, JOHN DCFO/FINOPS7506760
WILSON, MICHAELCCO1096660

Disclosures


Regulatory Event2

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.

Company Information


INVESTMENT NETWORK, INC.

CRD#: 127724Smithtown, NY 11787

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