Schechter Investment Advisors, LLC

Schechter Investment Advisors, LLC (CRD# 169114) is a financial advisory firm headquartered in Birmingham, MI. They manage $3,349,365,530 in 2,822 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,349
    MILLION
  • Total Number of Accounts
    2,822
    ACCOUNTS
  • Average Account Value
    $1,186,877
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, IN, MA, MI, NJ, NY, OH, PA, TX

Financial Advisors at Schechter Investment Advisors, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Kevin M. Beauchamp
CRD#: 4509978
111 E. Merrill Street, Suite 400, Birmingham, MI 48009

Kevin Beauchamp (CRD# 4509978) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 22 years of experience in the finance industry.

2
Anthony J. Chisolm
CRD#: 6465692
111 E. Merrill Street, Suite 400, Birmingham, MI 48009

Anthony Chisolm (CRD# 6465692) 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
Andrew R. Dean
CRD#: 6981136
111 E. Merrill Street, Suite 400, Birmingham, MI 48009

Andrew Dean (CRD# 6981136) 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.

4
Richard J. Elias
CRD#: 6525297
111 E. Merrill Street, Suite 400, Birmingham, MI 48009

Richard Elias (CRD# 6525297) 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.

5
Aaron J. Hodari
CRD#: 5552109
111 E. Merrill Street, Suite 400, Birmingham, MI 48009

Aaron Hodari (CRD# 5552109) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Birmingham, MI and has over 12 years of experience in the finance industry.

6
Bernard S. Kent
CRD#: 2665636
111 E. Merrill Street, Suite 400, Birmingham, MI 48009

Bernard Kent (CRD# 2665636) 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.

7
Prasad Mohan
CRD#: 5412997
111 E. Merrill Street, Suite 400, Birmingham, MI 48009

Prasad Mohan (CRD# 5412997) 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.

8
Joseph G. Opiela
CRD#: 6528797
111 E. Merrill Street, Suite 400, Birmingham, MI 48009

Joseph Opiela (CRD# 6528797) 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.

9
Michael B. Schoffman
CRD#: 5191740
500 N Brand Blvd, 20th Floor, Glendale, CA 91203

Michael Schoffman (CRD# 5191740) is an Investment Advisor Representative working at Schechter Investment Advisors, LLC in Glendale, CA and has over 17 years of experience in the finance industry.

10
Jordan H. Smith
CRD#: 7082779
111 E. Merrill Street, Suite 400, Birmingham, MI 48009

Jordan Smith (CRD# 7082779) 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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