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JS

Jill M. Schum

THIRD EYE ASSOCIATES, LTD
Red Hook, NY
CRD#: 4211786
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JS
Jill Marjorie SchumTHIRD EYE ASSOCIATES, LTD

Professional summary

Jill Marjorie Schum, who also goes by Jill M Mccarty, is a registered financial advisor currently at THIRD EYE ASSOCIATES, LTD located in Red Hook, New York.

Jill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jill has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jill M Mccarty

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 Jill Marjorie Schum's 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

May 17, 2026 - Present

THIRD EYE ASSOCIATES, LTD

RIA
CRD#: 149627
Red Hook, NY

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.

Highlighted states indicate IAR registrations

IAR
New York
(5/17/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/27/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/22/2024
Securities Industry Essentials Examination

Current Firm

TE
THIRD EYE ASSOCIATES, LTD
THIRD EYE ASSOCIATES, LTD | THIRD EYE ASSOCIATES, LTD.

CRD#: 149627 / SEC#:

California
Registered Investment Advisory firm - (1/1/2022 Approved)
Connecticut
Registered Investment Advisory firm - (6/29/2022 Approved)
District of Columbia
Registered Investment Advisory firm - (6/26/2009 Approved)
Florida
Registered Investment Advisory firm - (10/3/2018 Approved)
Louisiana
Registered Investment Advisory firm - (8/17/2020 Approved)
Maryland
Registered Investment Advisory firm - (12/2/2022 Terminated)
New Jersey
Registered Investment Advisory firm - (12/12/2011 Approved)
New York
Registered Investment Advisory firm - (3/23/2009 Approved)
North Carolina
Registered Investment Advisory firm - (2/5/2025 Approved)
Pennsylvania
Registered Investment Advisory firm - (7/7/2022 Approved)
Texas
Registered Investment Advisory firm - (2/25/2015 Conditional Restricted)
Virginia
Registered Investment Advisory firm - (1/3/2012 Approved)
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Contact information

Main Address
Red Hook, NY
Mailing Address
Phone number
(845) 752-2216
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Red Flags

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Company Information

THIRD EYE ASSOCIATES, LTD

CRD#: 149627Red Hook, NY

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