MS

Michael R. Schuchard

SCHUCHARD CAPITAL MANAGEMENT
STERLING HEIGHTS, MI 48314-1226
Some features on this profile are disabled
CRD#: 734640
MS

Professional summary


Michael Robert Schuchard is a registered financial advisor currently at SCHUCHARD CAPITAL MANAGEMENT INC located in Sterling Heights, Michigan.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Michael has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.

CRS (Client Relationship Summary) - RIA


Click below to view Michael Robert Schuchard'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

July 19, 1996 - Present

SCHUCHARD CAPITAL MANAGEMENT INC

Office #1: 44853 Marigold Drive, Sterling Heights, MI 48314-1226
RIA
CRD#: 105528
STERLING HEIGHTS, MI
Past

April 1, 1985 - April 1, 1986

HARBOR SECURITIES CORPORATION

BD
CRD#: 15421
Past

July 20, 1981 - March 18, 1985

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613

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".
SC
SCHUCHARD CAPITAL MANAGEMENT INC
SCHUCHARD CAPITAL MANAGEMENT INC

CRD#: 105528 / SEC#: 801-32441

RIA
Registered Investment Advisory firm - (7/15/1988 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.

Highlighted states indicate IAR registrations

IAR
Florida
(10/29/1996)
IAR
Massachusetts
(7/19/1996)
IAR
Michigan
(11/12/2009)
IAR
New Hampshire
(4/27/2020)
IAR
Texas
(4/23/2020)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam

Current Firm


SC
SCHUCHARD CAPITAL MANAGEMENT INC
SCHUCHARD CAPITAL MANAGEMENT INC

CRD#: 105528 / SEC#: 801-32441

RIA
Registered Investment Advisory firm - (7/15/1988 Approved)
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Contact information


Main Address
Sterling Heights, MI
Mailing Address
Phone number
(586) 295-2099
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (5 States and Territories)


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Regulatory assets under management


Total Number of Accounts197
AUM (Assets Under Management)$ 325,532,078

Red Flags


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

Company Information


SCHUCHARD CAPITAL MANAGEMENT INC

CRD#: 105528Sterling Heights, MI 48314-1226

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