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Matthew David Schumann

Open TO THE Public Investing, Inc.

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About Matthew David Schumann

Matthew David Schumann is a financial advisor currently registered with Open To The Public Investing, Inc.. Previously, Matthew David Schumann was registered with ROBINHOOD FINANCIAL, LLC, WEALTHFRONT BROKERAGE LLC, and NATIONAL SECURITIES CORPORATION. Matthew David Schumann has 3 years of experience in the financial services industry.

Firm Information

Matthew Schumann is currently registered with Open TO THE Public Investing, Inc.. Open TO THE Public Investing, Inc. is a Corporation formed in 2003-05-16. The firm is registered with the SEC and all 53 states.

Not reported

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Matthew Schumann’s Registration & Firm History

NY

05/24/2024 - Present

Open TO THE Public Investing, Inc. (NEW YORK NY)

CO

12/07/2023 - 05/23/2024

ROBINHOOD FINANCIAL, LLC (Denver CO)

CA

03/15/2023 - 07/11/2023

WEALTHFRONT BROKERAGE LLC (PALO ALTO CA)

CO

01/04/2021 - 08/09/2022

ROBINHOOD FINANCIAL, LLC (Denver CO)

NY

09/11/2019 - 01/08/2020

NATIONAL SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/18/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/2020

Series 3 - National Commodity Futures Examination

BC

Issued 09/11/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/24/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew David Schumann.
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