Bryce E. Schuler

BCAS

Bedford, NH 03110

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CRD#: 7158147

Professional summary

Bryce Edward Schuler, CFP® is a registered financial advisor currently at BCAS located in Bedford, New Hampshire.

Bryce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Bryce has worked at 2 firms and has passed the Series 65 exam.

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.

Francestown Village Water Company. P.O. Box 154, Francestown, NH 03043. Not investment related. Non-profit company operating and supplying water to members of Francestown, NH. Bryce Schuler is serving in the capacity of Treasurer and Board Member. Start date 6/16/2025. Approximately 6 hours per month, 0 hours during securities trading hours. Bryce Schuler's duties will be handling billing, payments and other money movements for the water company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce Edward Schuler'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

April 7, 2023 - Present

BCAS

Office #1: 1 Bedford Farms Dr Suite 102, Bedford, NH 03110

RIA

CRD#: 105666

Bedford, NH

Past

January 15, 2020 - July 6, 2022

AMERICAN INVESTMENT SERVICES INC

RIA

CRD#: 110043

Great Barrington, MA

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".

BCAS

BALDWIN & CLARKE ADVISORY SERVICE LLC | BCAS | BALDWINCLARKE | BALDWIN & CLARKE ADVISORY SERVICES, INC. | BALDWIN & CLARKE ADVISORY SERVICES LLC

CRD#: 105666 / SEC#: 801-25587

RIA

Registered Investment Advisory firm - (10/25/1985 Approved)

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

New Hampshire
(4/7/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/14/2019

Uniform Investment Adviser Law Examination

Current Firm

BCAS

BALDWIN & CLARKE ADVISORY SERVICE LLC | BCAS | BALDWINCLARKE | BALDWIN & CLARKE ADVISORY SERVICES, INC. | BALDWIN & CLARKE ADVISORY SERVICES LLC

CRD#: 105666 / SEC#: 801-25587

RIA

Registered Investment Advisory firm - (10/25/1985 Approved)

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Contact information

Main Address

1 Bedford Farms Dr Suite 102, Bedford, NH 03110

Mailing Address

Phone number

(603) 668-4353

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03-20-25 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	638
AUM (Assets Under Management)	$ 388,068,315

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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Bryce E. Schuler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce Edward Schuler's CRS (Customer Relationship Summary).

Certified licenses

Experience

BCAS

AMERICAN INVESTMENT SERVICES INC

Primary Firm SEC Registration

BCAS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/14/2019

Current Firm

BCAS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BCAS

TRUST BUT VERIFY

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