Michael R. Schuchard

SCHUCHARD CAPITAL MANAGEMENT

STERLING HEIGHTS, MI 48314-1226

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CRD#: 734640

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.

Blog Corner

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

CRD#: 15421

Past

July 20, 1981 - March 18, 1985

KIDDER, PEABODY & CO. INCORPORATED

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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/4/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/24/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/18/1981

General Securities Representative Examination

Current Firm

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

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II BROCHURE - JANUARY 2025 (2/6/2025)

Regulatory assets under management

Total Number of Accounts	193
AUM (Assets Under Management)	$ 290,206,608

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.

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Michael R. Schuchard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Robert Schuchard's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHUCHARD CAPITAL MANAGEMENT INC

HARBOR SECURITIES CORPORATION

KIDDER, PEABODY & CO. INCORPORATED

Primary Firm SEC Registration

SCHUCHARD CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/4/1996

Series 63

Date: 7/24/1981

Series 7

Date: 7/18/1981

Current Firm

SCHUCHARD CAPITAL MANAGEMENT INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SCHUCHARD CAPITAL MANAGEMENT INC

TRUST BUT VERIFY

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