Rebecca Marie angelica Schuman
Investment adviser representative at Penobscot Financial Advisors
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$544.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Penobscot Financial AdvisorsJun 2023 to now
- Stone Coast Fund ServicesJun 2019 to Apr 2023
- University of MaineJun 2013 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (ME).
Penobscot Financial Advisors
Legal name: Penobscot Wealth Management
$544.5MAssets managed
562Clients
8Advisers
9 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
- 7791869
- Firm CRD
- 286211