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Matthew Schuster

Valmark Advisers, Inc.

Rocky River, OH

CRD 6667196

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Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-10
OH RA APPROVED 2025-06-03
PA RA APPROVED 2025-05-28
IL RA APPROVED 2025-05-27
  • CA RA
    APPROVED
    Since 2026-06-10
  • OH RA
    APPROVED
    Since 2025-06-03
  • PA RA
    APPROVED
    Since 2025-05-28
  • IL RA
    APPROVED
    Since 2025-05-27

Branch Locations

Rocky River, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oppenheimer Funds Distributor, Inc Centennial CO 05/2016 02/2017
Centra Financial Rochester NY 04/2017 06/2017
Assetmark Financial Holdings, Inc. Chicago IL 08/2017 01/2025
Assetmark Brokerage, Llc Chicago IL 12/2017 01/2025
Valmark Securities, Inc. Akron OH 05/2025 Present
Valmark Advisers Akron OH 05/2025 Present
Not Employed Chicago IL 01/2025 05/2025
  • 05/2016 → 02/2017
    Oppenheimer Funds Distributor, Inc
    Centennial, CO
  • 04/2017 → 06/2017
    Centra Financial
    Rochester, NY
  • 08/2017 → 01/2025
    Assetmark Financial Holdings, Inc.
    Chicago, IL
  • 12/2017 → 01/2025
    Assetmark Brokerage, Llc
    Chicago, IL
  • 05/2025 → Present
    Valmark Securities, Inc.
    Akron, OH
  • 05/2025 → Present
    Valmark Advisers
    Akron, OH
  • 01/2025 → 05/2025
    Not Employed
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-06-08
S65 Uniform Investment Adviser Law Examination 2018-04-10
  • S63 Uniform Securities Agent State Law Examination
    2018-06-08
  • S65 Uniform Investment Adviser Law Examination
    2018-04-10
Other Names
  • Matthew Zachary Schuster

View on SEC IAPD

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