Andrew R Shuster

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 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:

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

Current Employers

Employment History

• 04/2014 → 01/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 01/2023 → Present
  Morgan Stanley
  Plaza Providence, RI

Previous Registrations

• 2014-04-16 → 2023-01-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, RI
• 2013-08-07 → 2014-04-07
  Ameriprise Financial Services, Llc
  Providence, RI
  Warwick, RI
• 2011-07-22 → 2011-10-03
  Mariner
  Overland Park,, KS
• 2010-10-20 → 2011-09-27
  New England Securities
  East Providence, RI

Other Businesses

*OBI - 555249 - Self ; Investment related - Yes ; east greenwich, Rhode Island ; Aerial Drone Photography ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2023 ; During business hours : 0 ; After business hours : 5 ; all roles

Exams

• S66 Uniform Combined State Law Examination
  2010-10-05

Other Names

• Andrew Shuster
• Andrew Ralph Shuster