Stephen Craig Schulmerich

Current Employers

Schulmerich & Associates Asset Management, Llc

Longboat Key, FL • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2025-08-20
FL	RA	APPROVED	2025-08-19
ID	RA	APPROVED	2025-04-22

WA RA
APPROVED

Since 2025-08-20
FL RA
APPROVED

Since 2025-08-19
ID RA
APPROVED

Since 2025-04-22

Branch Locations

Eagle, ID • United States

Longboat Key, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Schulmerich & Associates Asset Management	Portland	OR	12/1993	Present
Schulmerich & Associates Asset Management, Llc	Longboat Key	FL	04/2025	Present

12/1993 → Present

Schulmerich & Associates Asset Management

Portland, OR
04/2025 → Present

Schulmerich & Associates Asset Management, Llc

Longboat Key, FL

Previous Registrations

1993-12-02 → 2007-12-31

Schulmerich & Associates Asset Management, Llc

Portland, OR

Other Businesses

Stephen Schulmerich; investment related; insurance agent

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1984-09-05

S63 Uniform Securities Agent State Law Examination

1984-09-05

Designations

Other Names

Stephen Craig Schulmerich
Stephen Craig Schulmerich
Stephen Craig Schulmerich, Cco

View on SEC IAPD