Unclaimed Profile

John Edward Stein

SCHECHTER INVESTMENT ADVISORS, LLC·BLOOMFIELD HILLS, Michigan

Series 7, Series 63, Series 65Clean record16 years registeredSCHECHTER INVESTMENT ADVISORS, LLC

39400 WOODWARD AVE, BLOOMFIELD HILLS, MI 48304CRD# 2991314Firm CRD# 169114

Profile Verification

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

Identity

John Edward Stein · BLOOMFIELD HILLS, MI

Registration

CRD #2991314 · SCHECHTER INVESTMENT ADVISORS, LLC · 16 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

May 2010 – Sep 2013

SOUTHFIELD, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 3, 2010

Years registered · 16

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

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Frequently Asked Questions

What services does John Edward Stein offer?

John Edward Stein specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are John Edward Stein's credentials?

John Edward Stein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Edward Stein located?

John Edward Stein is based in BLOOMFIELD HILLS, Michigan, working with SCHECHTER INVESTMENT ADVISORS, LLC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does John Edward Stein charge for services?

John Edward Stein'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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