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MS

Martha R. Schuman

COMMUNITY CAPITAL MANAGEMENT
ATASCADERO, CA
CRD#: 1402962
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MS
Martha Romero SchumanCOMMUNITY CAPITAL MANAGEMENT

Professional summary

Martha Romero Schuman, who also goes by Martha Susan Romero, Martha Susan Schuman, Martha Romero Schuman, is a registered financial advisor currently at COMMUNITY CAPITAL MANAGEMENT, LLC located in Atascadero, California and PINE DISTRIBUTORS LLC located in Fort Lauderdale, Florida.

Martha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Martha has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Martha Susan Romero | Martha Susan Schuman | Martha Romero Schuman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martha Romero Schuman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 10, 2020 - Present

COMMUNITY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 109368
ATASCADERO, CA
Current

January 3, 2025 - Present

PINE DISTRIBUTORS LLC

Office #1: 261 North University Drive Suite 250, Fort Lauderdale, FL 33324
BD
CRD#: 323408
FORT LAUDERDALE, FL
Past

June 5, 2019 - December 31, 2024

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

February 5, 2018 - May 1, 2019

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

October 11, 2016 - February 2, 2018

HRC FUND ASSOCIATES, LLC

BD
CRD#: 142846
NEW YORK, NY
Past

June 15, 2010 - October 10, 2016

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
DENVER, CO
Past

September 25, 2008 - May 4, 2010

BNY MELLON SECURITIES CORPORATION

RIA
CRD#: 231
ATASCADERO, CA
Past

May 7, 2007 - May 4, 2010

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
NEW YORK, NY
Past

June 15, 2006 - May 16, 2007

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

RIA
CRD#: 109591
NEW YORK, NY
Past

March 16, 2005 - May 16, 2007

NYLIFE DISTRIBUTORS LLC

BD
CRD#: 35350
JERSEY CITY, NJ
Past

February 3, 2003 - November 16, 2004

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
NEWPORT BEACH, CA
Past

December 6, 1994 - February 14, 2003

MFS FUND DISTRIBUTORS, INC.

BD
CRD#: 31052
BOSTON, MA
Past

September 22, 1987 - December 31, 1994

MFS FINANCIAL SERVICES, INC.

BD
CRD#: 18309
BOSTON, MA
Past

September 25, 1985 - August 31, 1987

LEHMAN BROTHERS INC.

BD
CRD#: 7506

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
COMMUNITY CAPITAL MANAGEMENT, LLC
COMMUNITY CAPITAL MANAGEMENT, INC. | CRAFUND ADVISORS INC. | CRAFUND ADVISORS INC | COMMUNITY CAPITAL MANAGEMENT, LLC

CRD#: 109368 / SEC#: 801-56201

RIA
Registered Investment Advisory firm - (2/3/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alaska
(1/3/2025)
RR
Arizona
(5/5/2026)
IAR
California
(6/10/2020)
RR
California
(1/3/2025)
RR
Colorado
(5/5/2026)
RR
Hawaii
(1/3/2025)
RR
Idaho
(5/5/2026)
RR
Indiana
(5/5/2026)
RR
Iowa
(5/5/2026)
RR
Kansas
(5/5/2026)
RR
Michigan
(5/5/2026)
RR
Minnesota
(5/5/2026)
RR
Missouri
(5/5/2026)
RR
Montana
(5/5/2026)
RR
Nebraska
(5/5/2026)
RR
Nevada
(5/5/2026)
RR
New Mexico
(5/5/2026)
RR
North Dakota
(5/5/2026)
RR
Oregon
(1/3/2025)
RR
South Dakota
(5/5/2026)
RR
Utah
(5/5/2026)
RR
Washington
(1/3/2025)
RR
West Virginia
(5/5/2026)
RR
Wisconsin
(5/5/2026)
RR
Wyoming
(5/5/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/14/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/28/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 11/4/1985
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 9/21/1985
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CC
COMMUNITY CAPITAL MANAGEMENT, LLC
COMMUNITY CAPITAL MANAGEMENT, INC. | CRAFUND ADVISORS INC. | CRAFUND ADVISORS INC | COMMUNITY CAPITAL MANAGEMENT, LLC

CRD#: 109368 / SEC#: 801-56201

RIA
Registered Investment Advisory firm - (2/3/1999 Approved)
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Contact information

Main Address
261 North University Drive Suite 520, Fort Lauderdale, FL 33324-2009
Mailing Address
Phone number
(877) 272-1977
Established
Firm type
Fiscal year end
# of Employees
39

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CCM FORM ADV PART 2A-8-20-2025 (3/17/2026)

Regulatory assets under management

Total Number of Accounts89
AUM (Assets Under Management)$ 6,995,782,784

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

COMMUNITY CAPITAL MANAGEMENT, LLC

CRD#: 109368Atascadero, CA

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