Mark Shuster

Employer firm

Global Retirement Partners LLC CRD 172011

$170B regulatory AUM 798 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 02/2014 → 08/2020
  The Sterling Group
  Pasadena, CA
• 02/2014 → Present
  Shuster Advisory Group, Llc
  Pasadena, CA
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY
• 12/2025 → Present
  Hub International Investment Services
  Austin, TX
• 10/2025 → Present
  Hub International
  Chicago, IL
• 05/2020 → 09/2025
  Shuster Financial Group, Llc
  Pasadena, CA
• 08/1988 → Present
  Shuster Financial And Insurance Services, Inc.
  Pasadena, CA
• 03/2017 → 06/2017
  Kobo Retirement Strategies
  Pasadena, CA
• 06/2026 → Present
  Global Retirement Partners, Llc
  San Rafael, CA

Previous Registrations

• 2014-02-05 → 2020-08-31
  The Sterling Group
  Pasadena, CA
• 2017-03-08 → 2017-06-23
  Kobo Retirement Strategies
  Pasadena, CA

Other Businesses

1. SHUSTER FINANCIAL GROUP, LLC; YES; PASADENA, CA; CEO AND MANAGING MEMBER; 2021; 150; 150; OWN AN OPERATING COMPANY/MANAGEMENT COMPANY FOR OTHER ENTITIES INCLUDING SAG AND SFIS. PROVIDES OPERATIONAL SERVICES FOR EQ ADVISORS.2. SHUSTER FINANCIAL AND INSURANCE SERVICES; YES; PASADENA, CA; EMPLOYEE; 8/1988; Own and run a company that offers employer sponsored and individual, health, life, disability, medical and dental plans; 0; 03. PREMIER GIRLS FASTPITCH, INC.; NO; HUNTININGTON BEACH, CA; ADVISORY BOARD MEMBER AND SHAREHOLDER; 4/1/2009;1; 0; COMPANY RUNS NATIONAL CHAMPIONSHIP PROGRAM FOR GIRLS CLUB SOFTBALL. 4. ORCO BLOCK COMPANY; NO; STANTON, CA; SERVE ON ADVISORY BOARD; ADVISORY BOARD MEMBER; 1/1/2006; 1; 0; SERVE ON ADVISORY BOARD ADVISING COMPANY SHAREHOLDERS AND MANAGEMENT TEAM IN THE AREAS OF MARKETING AND FINANCIALS. 5. EQUITABLE AGENTS REINSURANCE COMPANY (EARC); NO; NEW YORK, NY; BOARD MEMBER AND INVESTOR; 5/1/1993; 0; 0. 6. SHUSTER ADVISORY GROUP, LLC; YES; PASADENA, CA; RIA; REGISTERED INVESTMENT ADVISOR; 2/13/2014; 130; 130; MANAGE AND OPERATE REGISTERED INVESTMENT ADVISORY FIRM FOR QUALIFIED, NON-QUALIFIED, AND INVESTMENT ADVISORY CLIENTS.7. ROSE BOWL LEGACY FOUNDATION; NO; PASADENA, CA; BOARD MEMBER/OFFICER/DIRECTOR; 2/19/2016; 1; 0; MEMBER OF BOARD WHO PROVIDES GUIDANCE ON CHARITABLE ENDEAVORS OF THE INSTITUTE. 8. SHUFIVE, LLC; YES; PASADENA, CA; INVESTMENT REAL ESTATE; MANAGING MEMBER; 9/13/2016; 1; 0.9. SHUONE, LLC; YES; PASADENA, CA; INVESTMENT REAL ESTATE; MANAGING MEMBER; 8/25/2020; 1; 0.10. ROSE BOWL INSTITUTE ADVISORY BOARD; NO; PASADENA, CA; ADVISORY BOARD MEMBER; 7/12/2020; 1; 0; MEMBER OF ADVISORY BOARD THAT PROVIDES GUIDANCE ON CHARITABLE ENDEAVORS FOR THE INSTITUTE.11. ASHAR GROUP; NO; ORLANDO, FL; LIFE SETTLEMENT BROKER; 8/21/2020; 2; 0. 12. SHUSTER WEALTH MANAGEMENT; YES; PASADENA, CA; DBA FOR WEALTH MANAGEMENT LINE OF BUSINESS; OWNER; 1/1/2021; 20; 20.13. SHUTWO, LLC; YES; PASADENA, CA; INVESTMENT REAL ESTATE; MANAGING MEMBER; 11/12/2021; 1; 0. 14. SCHWAB TRUST & CUSTODY ADVISORY BOARD; YES; PHEONIX, AZ; ASSIST SCHWAB RETIREMENT BUSINESS SERVICES; ADVISORY BOARD MEMBER; 1/23/2024; 1; 0; ASSIST SCHWAB RETIREMENT BUSINESS SERVICES TO DEVELOP, ENHANCE AND GENERALLY DEAL WITH PLANNED OR EXISTING SCHWAB PRODUCTS AND SERVICES. 15. EQUITABLE ADVISORS, LLC; REGISTERED REPRESENTATIVE; YES; PASADENA, CA; PROVIDE INVESTMENT AND FINANCIAL SERVICES TO CLIENTS; IAR;9/1/1999; 2/12 TRADING HRS/MONTH16. AMERICA'S UNIVERSITY CHAMPIONSHIPS, LLC; NO; HUNTINGTON BEACH, CA; COMPANY THAT WILL RUN COLLEGE AND UNIVERSITY LEVEL NATIONAL CHAMPIONSHIP TOURNAMENT FOR SOFTBALL; MEMBER/OWNER; 8/2025; 0;0. MEMBERS WILL PROVIDE ADVICE ON HOW BEST TO ORGANIZE AND OPERATE THE COMPANY.17. HUB INTERNATIONAL INVESTMENT SERVICES, INC; YES; AUSTIN, TX; ACCOMIDATION BD; REGISTERED REP; 12/2025; 0; 0. 18. SHUSTER FINANCIAL AND INSURANCE SERVICES, INC.; NO; PASADENA, CA; COMPANY THAT OFFERS EMPLOYER SPONSORED AND INDIVIDUAL, HEALTH, LIFE, DISABILITY, MEDICAL AND DENTAL PLANS; OWNER; 8/4/1988; 0; 0.19. HUB INTERNATIONAL; IAR; 02/2026; PRIVATE WEALTH & RETIREMENT - MANAGING PARTNER GOVERNMENT MARKETS, HUB INTERNATIONAL GLOBAL RETIREMENT PARTNER LLC; 50/50.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-28
• S63 Uniform Securities Agent State Law Examination
  1998-10-16

Other Names

• Mark A Shuster
• Mark Allan Shuster