Schechter Investment Advisors, LLC

Schechter Investment Advisors, LLC (CRD# 169114) is a financial advisory firm headquartered in Birmingham, MI. They manage $660,569,275 in 420 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    661
    MILLION
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $1,572,784
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MI, TX

Financial Advisors at Schechter Investment Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
John E. Stein
CRD#: 2991314
251 Pierce Street, Birmingham, MI 48009
96
Wealthminder
score

John Stein (CRD# 2991314) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 6 years of experience in the finance industry.

2
Bernard S. Kent
CRD#: 2665636
251 Pierce Street, Birmingham, MI 48009
93
Wealthminder
score

Bernard Kent (CRD# 2665636) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 9 years of experience in the finance industry.

3
Deric E. Righter
CRD#: 2714760
251 Pierce Street, Birmingham, MI 48009
93
Wealthminder
score

Deric Righter (CRD# 2714760) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 20 years of experience in the finance industry.

4
Aaron J. Hodari
CRD#: 5552109
251 Pierce Street, Birmingham, MI 48009
90
Wealthminder
score

Aaron Hodari (CRD# 5552109) 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.

5
Kayla M. Thompson
CRD#: 6679899
251 Pierce Street, Birmingham, MI 48009
90
Wealthminder
score

Kayla Thompson (CRD# 6679899) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has 1 year of experience in the finance industry.

6
Richard J. Elias
CRD#: 6525297
251 Pierce Street, Birmingham, MI 48009
88
Wealthminder
score

Richard Elias (CRD# 6525297) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has 1 year of experience in the finance industry.

7
Joseph G. Opiela
CRD#: 6528797
251 Pierce Street, Birmingham, MI 48009
87
Wealthminder
score

Joseph Opiela (CRD# 6528797) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has 1 year of experience in the finance industry.

8
Kevin M. Beauchamp
CRD#: 4509978
251 Pierce Street, Birmingham, MI 48009
83
Wealthminder
score

Kevin Beauchamp (CRD# 4509978) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 14 years of experience in the finance industry.

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