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RS

Robert L. Schuman

Tallahassee, FL
Some features on this profile are disabled
CRD#: 6888647
RS
Robert Lee Schuman Jr

Professional summary

Robert Lee Schuman Jr, who also goes by Bob Schuman Jr, Bobby Schuman, Robert Lee Schuman, was a registered financial advisor .

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Robert had worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Bob Schuman Jr | Bobby Schuman | Robert Lee 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.
La Jolla Lights. Not investment related. 25341 Wild View Rd. Menifee CA 92584. Christmas light installation. Owner. Started in 2018. Usually work 2-3 hours a day in the month of November. Work hours vary each day but they do not interfere with securities trading hours. I own a Christmas light installation company as a side business. It does not interfere in any way with my securities work.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

September 1, 2026 - Present

Tallahassee, FL
Past

January 24, 2019 - June 17, 2019

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SAN DIEGO, CA
Past

May 3, 2018 - June 17, 2019

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SAN DIEGO, CA

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
Florida
(9/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/30/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/31/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/3/2018
General Securities Representative Examination

Current firm

No current employment

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

No current employment

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