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Marc Rodney Schechter

SCHECHTER INVESTMENT ADVISORS, LLC·BIRMINGHAM, Michigan
Series 65Clean record1 years registeredSCHECHTER INVESTMENT ADVISORS, LLC
111 E. MERRILL STREET, BIRMINGHAM, MI 48009CRD# 5837026Firm CRD# 169114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marc Rodney Schechter · BIRMINGHAM, MI
Registration
CRD #5837026 · SCHECHTER INVESTMENT ADVISORS, LLC · 1 years registered
Brand Profile
Not yet started
01

Career History

Jul 2025present
May 2025Jul 2025
Birmingham, MI
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 29, 2025
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SCHECHTER INVESTMENT ADVISORS, LLC
CRD 169114 · SEC 801-78607
AUM
$3.3B
Regulatory assets under management
Employees
29
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
Introduction

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05

Frequently Asked Questions

What services does Marc Rodney Schechter offer?
Marc Rodney Schechter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Michigan for a consultation.
What are Marc Rodney Schechter's credentials?
Marc Rodney Schechter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Rodney Schechter located?
Marc Rodney Schechter 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 Marc Rodney Schechter charge for services?
Marc Rodney Schechter'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.
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