Stephen Bruce Schuler

Current Employers

Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2018-02-21

MD RA
APPROVED

Since 2018-02-21

Branch Locations

7475 Wisconsin Ave. Suite 600, Bethesda, MD 20814 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bridgewater Wealth & Financial Management, Llc	Bethesda	MD	01/2014	12/2017
The Colony Group, Llc	Boston	MA	01/2018	Present

01/2014 → 12/2017

Bridgewater Wealth & Financial Management, Llc

Bethesda, MD
01/2018 → Present

The Colony Group, Llc

Boston, MA

Previous Registrations

2014-01-17 → 2018-03-05

Bridgewater Wealth & Financial Management, Llc

Bethesda, MD
2005-02-02 → 2013-12-12

Maryland Capital Management, Llc

Towson, MD

Baltimore, MD
1999-11-15 → 2004-11-30

Maryland Capital Management Inc

Baltimore, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-07-05
S63	Uniform Securities Agent State Law Examination	1983-09-01

S65 Uniform Investment Adviser Law Examination

1995-07-05
S63 Uniform Securities Agent State Law Examination

1983-09-01

Other Names

Stephen Bruce Shuler

View on SEC IAPD

Current Employers

Focus Partners Wealth, Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews