Unclaimed Profile

Thomas Matthew Schuch

PIEDMONT CAPITAL MANAGEMENT, LLC·WHITEFISH, Montana

Series 7, Series 66CFPClean record13 years registeredPIEDMONT CAPITAL MANAGEMENT, LLC

6442 HIGHWAY 93 SOUTH, WHITEFISH, MT 59937CRD# 5971148Firm CRD# 165775

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Matthew Schuch · WHITEFISH, MT

Registration

CRD #5971148 · PIEDMONT CAPITAL MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

PIEDMONT CAPITAL MANAGEMENT, LLC

Jan 2014 – present

LPL FINANCIAL LLC

Nov 2012 – Feb 2013

WHITEFISH, MT

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · November 20, 2012

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PIEDMONT CAPITAL MANAGEMENT, LLC

CRD 165775 · SEC 801-121170

AUM

$172M

Regulatory assets under management

Employees

1,175 client accounts

Services offered by PIEDMONT CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PIEDMONT CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Matthew Schuch offer?

Thomas Matthew Schuch specializes in Financial Planning, Investment Management. Contact their office in WHITEFISH, Montana for a consultation.

What are Thomas Matthew Schuch's credentials?

Thomas Matthew Schuch holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Thomas Matthew Schuch located?

Thomas Matthew Schuch is based in WHITEFISH, Montana, working with PIEDMONT CAPITAL MANAGEMENT, LLC. Their office serves clients in the WHITEFISH metropolitan area and surrounding communities.

How does Thomas Matthew Schuch charge for services?

Thomas Matthew Schuch's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PIEDMONT CAPITAL MANAGEMENT, LLC?

PIEDMONT CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $172M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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