Unclaimed Profile

Bernard Steven Kent

SCHECHTER INVESTMENT ADVISORS, LLC·BIRMINGHAM, Michigan

Series 2, Series 7, Series 65, Series 66Clean record15 years registeredSCHECHTER INVESTMENT ADVISORS, LLC

111 E. MERRILL STREET, BIRMINGHAM, MI 48009CRD# 2665636Firm CRD# 169114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bernard Steven Kent · BIRMINGHAM, MI

Registration

CRD #2665636 · SCHECHTER INVESTMENT ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

ARAX ADVISORY PARTNERS

Jun 2025 – present

SCHECHTER INVESTMENT ADVISORS, LLC

Jan 2014 – Jul 2025

BIRMINGHAM, MI

TELEMUS CAPITAL, LLC

Sep 2013 – Jan 2014

SOUTHFIELD, MI

TELEMUS INVESTMENT MANAGEMENT, LLC

Mar 2013 – Sep 2013

SOUTHFIELD, MI

TELEMUS WEALTH ADVISORS, LLC

Sep 2010 – Sep 2013

SOUTHFIELD, MI

Registrations & Exams

FINRA examinations passed

Series 2

Series 7

Series 65

Series 66

Registration record

First registered · September 17, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SCHECHTER INVESTMENT ADVISORS, LLC

CRD 169114 · SEC 801-78607

AUM

$3.3B

Regulatory assets under management

Employees

2,822 client accounts

Services offered by SCHECHTER INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SCHECHTER INVESTMENT ADVISORS, LLC →

Introduction

Speak with Bernard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Bernard is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Michigan or claim this profile if it's yours.

Browse BIRMINGHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Bernard Steven Kent offer?

Bernard Steven Kent specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Michigan for a consultation.

What are Bernard Steven Kent's credentials?

Bernard Steven Kent is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bernard Steven Kent located?

Bernard Steven Kent is based in BIRMINGHAM, Michigan, working with SCHECHTER INVESTMENT ADVISORS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Bernard Steven Kent charge for services?

Bernard Steven Kent's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SCHECHTER INVESTMENT ADVISORS, LLC?

SCHECHTER INVESTMENT ADVISORS, LLC has approximately 29 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →