Martha Romero Schuman
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
41 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Pine Distributors LLCJan 2025 to now
- Community Capital Management, LLCApr 2019 to now
- Foreside Fund Services, LLCJun 2019 to Dec 2024
- Brookfield Investment Management, Inc.Feb 2018 to Apr 2019
- Quasar Distributors, LLCFeb 2018 to Apr 2019
- HRC Fund Associates, LLCOct 2016 to Feb 2018
- HRC Portfolio Solutions, LLCOct 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1985
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Community Capital Management, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 1402962
- 109368