Robert Eustace Schuler

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 08/2019
  Morgan Stanley Smith Barney Llc
  Birmingham, AL
• 10/2015 → 08/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 08/2019 → 11/2024
  Pruco Securities, Llc.
  Birmingham, AL
• 08/2019 → Present
  Prudential Insurance Company Of America
  Birmingham, AL
• 11/2024 → Present
  Lpl Enterprise, Llc
  Atlanta, GA

Previous Registrations

• 2019-08-21 → 2024-11-14
  Pruco Securities, Llc.
  Birmingham, AL
  Birmingham, AL
  Atlanta, GA
• 2015-09-03 → 2019-08-19
  Morgan Stanley
  Birmingham, AL
• 2012-10-17 → 2015-09-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL

Other Businesses

1) 10/10/2024 - Schuler Realty Investments - Commercial real estate - This is a company that I had that invested in Commercial Real Estate. The company is inactive, and my real Estate license is inactive - Business Owner - Inv Related - At Atlanta, GA - Start Date 06/30/2006 - 0hrs/mth - 0hrs/mth During Trading 2) 10/10/2024 - Principal Financial - Agent -I converted a term Policy to a UL policy. The policy has been converted, and I have received the commission check - Non-Variable Insurance - Inv Related - At Atlanta, GA - Start Date 05/31/2024 - 15hrs/mth - 0hrs/mth During Trading 3) 10/10/2024 - Alabama Lacrosse Official Association - Official - I officiate youth and High School Lacrosse in the state of Alabama - Other - Non Inv Related - At Atlanta, GA - Start Date 01/27/2009 - 5hrs/mth - 0hrs/mth During Trading 4) 08/18/2025-Rotary Club of Shades Valley-Member-Non-Profit Board/Committee Member-Not Inv related-At Birmingham, AL-Start date 07/01/2025-8hrs/mth-4hrs/mth during trading 5) 01/15/2026-RESII, LLC-President-Business Owner-Inv Related-At Birmingham, AL-Start date 12/23/2025-40hrs/mth-40hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2012-10-16

Other Names

• Bob Schuler
• Robert Eustace Schuler
• Robert E Schuler