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.
CRD# 6342307
San Luis Wealth Advisors
CRD# 2680698
Ameriprise Financial Services, LLC
CRD# 4870401
Jeffery C. Welch And Associates, Inc.
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 |
- CA
-
Total Assets Under Management4,996MILLIONS
-
Total Number of Accounts94ACCOUNTS
-
Average Account Value$53,143,657
- A percentage of assets under your management
- Other
- 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
CA, FL, IL, MA, NY, PA
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