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Garrard Kelly Schaefer

PEACHTREE INVESTMENT PARTNERS, LLC·VERO BEACH, Florida
Series 7, Series 8, Series 63, Series 66Clean record21 years registeredPEACHTREE INVESTMENT PARTNERS, LLC
601 21ST STREET, VERO BEACH, FL 32960CRD# 1396569Firm CRD# 142839

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Garrard Kelly Schaefer · VERO BEACH, FL
Registration
CRD #1396569 · PEACHTREE INVESTMENT PARTNERS, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

PEACHTREE INVESTMENT PARTNERS, LLC
May 2007 – present
NORTHERN TRUST SECURITIES, INC
Nov 2004 – Jan 2007
ATLANTA, GA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 8
Series 63
Series 66
Registration record
First registered · November 22, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PEACHTREE INVESTMENT PARTNERS, LLC
CRD 142839 · SEC 801-112764
AUM
$265M
Regulatory assets under management
Employees
2
376 client accounts
Services offered by PEACHTREE INVESTMENT PARTNERS, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PEACHTREE INVESTMENT PARTNERS, LLC →
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Frequently Asked Questions

What services does Garrard Kelly Schaefer offer?
Garrard Kelly Schaefer specializes in Investment Management, Fee-Only Advisory. Contact their office in VERO BEACH, Florida for a consultation.
What are Garrard Kelly Schaefer's credentials?
Garrard Kelly Schaefer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Garrard Kelly Schaefer located?
Garrard Kelly Schaefer is based in VERO BEACH, Florida, working with PEACHTREE INVESTMENT PARTNERS, LLC. Their office serves clients in the VERO BEACH metropolitan area and surrounding communities.
How does Garrard Kelly Schaefer charge for services?
Garrard Kelly Schaefer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEACHTREE INVESTMENT PARTNERS, LLC?
PEACHTREE INVESTMENT PARTNERS, LLC has approximately 2 employees and manages $265M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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