Schechter Investment Advisors, LLC

Schechter Investment Advisors, LLC (CRD# 169114) is a financial advisory firm headquartered in Birmingham, MI. They manage $731,082,965 in 447 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    731
    MILLION
  • Total Number of Accounts
    447
    ACCOUNTS
  • Average Account Value
    $1,635,532
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, MA, MI, TX

Financial Advisors at Schechter Investment Advisors, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Richard J. Elias
CRD#: 6525297
251 Pierce Street, Birmingham, MI 48009
96
Wealthminder
score

Richard Elias (CRD# 6525297) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 3 years of experience in the finance industry.

2
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 8 years of experience in the finance industry.

3
Aaron J. Hodari
CRD#: 5552109
251 Pierce Street, Birmingham, MI 48009
93
Wealthminder
score

Aaron Hodari (CRD# 5552109) 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.

4
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 10 years of experience in the finance industry.

5
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 21 years of experience in the finance industry.

6
Stefan L. Thielen
CRD#: 2776141
Scituate, MA
93
Wealthminder
score

Stefan Thielen (CRD# 2776141) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Scituate, MA and has over 21 years of experience in the finance industry.

7
Demetrius M. Edwards
CRD#: 6463554
251 Pierce Street, Birmingham, MI 48009
89
Wealthminder
score

Demetrius Edwards (CRD# 6463554) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 2 years of experience in the finance industry.

8
Joseph G. Opiela
CRD#: 6528797
251 Pierce Street, Birmingham, MI 48009
89
Wealthminder
score

Joseph Opiela (CRD# 6528797) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 2 years of experience in the finance industry.

9
Brandon S. Tutak
CRD#: 6650024
251 Pierce Street, Birmingham, MI 48009
87
Wealthminder
score

Brandon Tutak (CRD# 6650024) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has 1 year of experience in the finance industry.

10
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 16 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.