Steven Forrest Schumacher
Investment adviser representative at Touchstone Advisors Inc
17 yearsExperience
1 stateRegistered in
$31.1BFirm assets
32 yearsFirm in business
Are you Steven Forrest Schumacher? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Touchstone Advisors IncFeb 2018 to now
- Touchstone SecuritiesJan 2018 to now
- UnemployedOct 2017 to Jan 2018
- Goldman, Sachs & CoNov 2009 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (OH).
Touchstone Advisors Inc
$31.1BAssets managed
40Clients
78Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4800065
- Firm CRD
- 107028