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Garrard Kelly Schaefer

PEACHTREE INVESTMENT PARTNERS, LLC·VERO BEACH, Florida
Clean recordPEACHTREE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Garrard Kelly Schaefer is a registered financial advisor based in VERO BEACH, Florida, affiliated with PEACHTREE INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PEACHTREE INVESTMENT PARTNERS, LLC
PEACHTREE INVESTMENT PARTNERS, LLC
AUM
$265M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PEACHTREE INVESTMENT PARTNERS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1396569
Firm CRD# 142839
View on FINRA BrokerCheck →

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05

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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