Juda Eli Schechter

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → Present
  Mariner Wealth Advisors
  Coral Gables, FL
• 05/2003 → 07/2019
  Singer Xenos Securities Corp.
  Coral Gables, FL
• 07/2019 → Present
  Msec, Llc
  Coral Gables, FL

Previous Registrations

• 2003-02-14 → 2019-06-11
  Singer Xenos Schechter Sosler Wealth Management
  Coral Gables, FL

Other Businesses

MARINER WEALTH ADVISORS, 800 SOUTH DOUGLAS ROAD, SUITE 900, CORAL GABLES, FL 33134; INVESTMENT RELATED; INVESTMENT ADVISOR REPRESENTATIVE; START DATE 06/2019; 40 HRS/WK DURING SECURITIES TRADING HOURS. MSEC, LLC, 800 SOUTH DOUGLAS ROAD, SUITE 900, CORAL GABLES, FL 33134; INVESTMENT RELATED; INVESTMENT ADVISOR REPRESENTATIVE; START DATE 07/2019; 40 HRS/WK DURING SECURITIES TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-01-22
• S65 Uniform Investment Adviser Law Examination
  2003-02-03

Designations

• Certified Financial Planner

Other Names

• Juda Eli Schechter
• Jay Eli Schechter