Geneos Wealth Management
46yrs
Top advisor by experience in Rochester
3yrs
Carissa Schuster
Full name on record: Carissa E Schuster
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Based in Rochester, Minnesota, Carissa Schuster is a fiduciary financial advisor with 3 years of industry experience. Carissa has been with Merrill Lynch, Pierce, Fenner & Smith since 2025; before that, Carissa spent less than a year at Morgan Stanley. Merrill Lynch, Pierce, Fenner & Smith offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 245 advisors with offices in Rochester, and one of 205 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office4041 28th St NW, Rochester, MN 55901
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2025 – now
- Nov 2024 – Apr 2025Morgan StanleyPreviously
- Jun 2023 – Oct 2024
Questions to ask Carissa
Tailored to Carissa’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Carissa
How do I contact Carissa?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Carissa Schuster. Carissa works from the Rochester, MN office.
How long has Carissa been a financial advisor?
Carissa has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Carissa hold?
Series 66. Tap any license on this page to see what it allows.
Is Carissa a fiduciary?
Carissa is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carissa paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Carissa for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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