Martha Schuman is a registered investment advisor, based in Atascadero, CA, with 39 years of industry experience.
Location
Atascadero, CA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Martha works as a Senior Client Portfolio Manager at Community Capital Management LLC, focusing on marketing mutual funds. This investment-related activity takes up nearly a full-time commitment.
Employment History
Current Registrations
Pine Distributors LLCBroker
January 2025 - Present · 1 yr 4 mos
Pine Distributors LLC
January 2025 - Present · 1 yr 4 mos
Community Capital Management, LLC
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Foreside Fund Services, LLCBroker
June 2019 - December 2024 · 5 yrs 6 mos
Quasar Distributors, LLCBroker
February 2018 - May 2019 · 1 yr 3 mos
Hrc Fund Associates, LLCBroker
October 2016 - February 2018 · 1 yr 4 mos
Alps Distributors, INC.Broker
June 2010 - October 2016 · 6 yrs 4 mos
Mbsc Securities Corporation
September 2008 - May 2010 · 1 yr 8 mos
Mbsc Securities CorporationBroker
May 2007 - May 2010 · 3 yrs
New York Life Investment Management LLC
June 2006 - May 2007 · 11 mos
Nylife Distributors LLCBroker
March 2005 - May 2007 · 2 yrs 2 mos
Metlife Investors Distribution CompanyBroker
February 2003 - November 2004 · 1 yr 9 mos
Mfs Fund Distributors, INC.Broker
December 1994 - February 2003 · 8 yrs 2 mos
Mfs Financial Services, INC.Broker
September 1987 - December 1994 · 7 yrs 3 mos
Shearson Lehman Brothers INC.Broker
September 1985 - August 1987 · 1 yr 11 mos
State Registrations5 states
AKCAHIORWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.