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Michael R Schumacher

Capstone Partners

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About Michael R Schumacher

Michael R. Schumacher is a financial advisor with Capstone Partners. Michael has been in the financial industry since 2005. Michael has experience in the investment banking sector, previously working at Headwaters BD, LLC, Cowen and Company, Macquarie Capital (USA) Inc., Morgan Stanley & Co. Incorporated, Banc of America Securities LLC, Bear, Stearns & Co. Inc. and PaineWebber Incorporated. Michael holds Series 7, 63, 79, and SIE licenses.

Firm Information

Michael Schumacher is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

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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Michael Schumacher’s Registration & Firm History

TX

05/15/2018 - Present

Capstone Partners (Dallas TX)

CO

02/01/2017 - 11/14/2018

HEADWATERS BD, LLC (DENVER CO)

NY

03/21/2012 - 02/07/2014

COWEN AND COMPANY (NEW YORK NY)

NY

04/09/2010 - 10/21/2011

MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)

NY

08/17/2005 - 12/23/2008

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

NY

09/02/2004 - 08/17/2005

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

06/16/2003 - 08/28/2003

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

03/12/1999 - 03/14/2002

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NJ

07/06/1998 - 03/05/1999

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 09/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2017

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 07/02/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael R Schumacher.
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