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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Schumacher is a financial advisor who has been in the industry for several years. Currently, Brandon is registered with The Colony Group, LLC, with offices in Fairfax, VA and Boston, MA. Brandon has a combined state law examination, and holds securities licenses Series 7TO and SIE. Previously, Brandon worked as a financial advisor for Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD. Brandon has also worked in various roles, including for Royal Bank of Canada Wealth Management in Chevy Chase, MD, Fitzgerald Auto Mall in Gaithersburg, MD, and the University of Maryland Robert H. Smith School of Business in College Park, MD.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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VA
07/01/2024 - Present
THE Colony Group, LLC (FAIRFAX VA)
MD
09/04/2020 - 12/23/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTH BETHESDA MD)
BOTH
Issued 10/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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