Martha Schuman, financial advisor Atascadero CA

Martha Schuman

CRD Number: 1402962
Current Firm: Community Capital Management, LLC

Martha Schuman (CRD# 1402962) is an Investment Advisor Representative working at Community Capital Management, LLC in Atascadero, CA and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Foreside Fund Services, LLC Atascadero, CA Jun 2019 - Current 4
Community Capital Management LLC Atascadero, CA Apr 2019 - Current 4
Brookfield Investment Management, Inc. New York, NY Feb 2018 - Apr 2019 1
Quasar Distributors, LLC Milwaukee, WI Feb 2018 - Apr 2019 1
Hrc Fund Associates, LLC New York, NY Oct 2016 - Feb 2018 1
Hrc Portfolio Solutions, LLC New York, NY Oct 2016 - Feb 2018 1
Pax World Management Corp. Portsmouth, NH May 2010 - Sep 2016 6
Alps Distributors Inc. Denver, CO May 2010 - Sep 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for Martha R. Schuman
Phone Number: 877-272-1977
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,996
    MILLIONS
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $53,143,657
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, FL, IL, MA, NY, PA

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