Taylor James Schumacher

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-10-28
SC	RA	APPROVED	2022-08-03

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Wells Fargo Clearing Services, Llc	Hilton Head Island	SC	02/2019	07/2022
American Portfolios Financial Services	Pittsford	NY	07/2018	10/2018
Manning & Napier Advisors	Fairport	NY	08/2015	11/2017
Unemployed	Penfield	NY	11/2017	07/2018
Laurier Catering Company	Mendon	NY	10/2018	02/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hilton Head Island	SC	07/2022	Present
Bank Of America, N.A.	Hilton Head Island	SC	08/2022	Present

02/2019 → 07/2022

Wells Fargo Clearing Services, Llc

Hilton Head Island, SC
07/2018 → 10/2018

American Portfolios Financial Services

Pittsford, NY
08/2015 → 11/2017

Manning & Napier Advisors

Fairport, NY
11/2017 → 07/2018

Unemployed

Penfield, NY
10/2018 → 02/2019

Laurier Catering Company

Mendon, NY
07/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hilton Head Island, SC
08/2022 → Present

Bank Of America, N.A.

Hilton Head Island, SC

2019-07-17 → 2022-07-15

Wells Fargo Clearing Services, Llc

Hilton Head Island, SC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-07-17

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