Richard Elias, financial advisor Birmingham MI

Richard Elias

CRD Number: 6525297
Current Firm: Schechter Investment Advisors, LLC

Richard Elias (CRD# 6525297) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 5 years of experience in the finance industry.

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Esi Financial Advisors
Company Name Location Dates Years
Schechter Investment Advisors, LLC Birmingham, MI May 2015 - Current 5
Western Michigan University Kalamazoo, MI Aug 2013 - Aug 2015 2
Indiana University Bloomington, IN Aug 2009 - Aug 2013 4
East Grand Rapids High School East Grand Rapids, MI Aug 2005 - Aug 2009 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2015
Contact Info for Richard J. Elias
By the Numbers
  • Total Assets Under Management
    1,103
    MILLIONS
  • Total Number of Accounts
    966
    ACCOUNTS
  • Average Account Value
    $1,141,316
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, IL, MI, NY, PA

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