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10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-18 |
Branch Locations
111 E. Merrill Street, Suite 400, Birmingham, MI 48009 • United States
10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert Schechter & Associates, Llc | Birmingham | MI | 05/2007 | Present |
| Kingswood Capital Partners, Llc | San Diego | CA | 03/2021 | Present |
| Schechter Investment Advisors, Llc | Birmingham | MI | 01/2021 | 05/2025 |
| Schechter Investment Advisors, Llc | Birmingham | MI | 01/2023 | 05/2025 |
| Arax Advisory Partners | Denver | CO | 06/2025 | Present |
"Robert Schechter & Associates, LLC",Is Investment Related,"111 E. Merrill St., 4th Floor, Birmingham, MI, 48009, United States",Life Insurance/Annuities,Senior Wealth Advisor,5/7/2007,30 hours per month,0 hours per month during trading hours,Commission Compensation,Place life insurance or annuity policies for high net worth individuals 2)Kingswood Capital Partners, LLC -investment-related 11440 W. Bernardo Ct. Ste.300, San Diego, CA 92127 -registered representative -began May 2021 -hrs per month 1 -hrs during trading hours 0 4) Schechter Investment Advisors, a division of Arax Advisory Partners LLC - Yes - 111 E. Merrill St, Ste 400, Birmingham, MI 48009 - RIA - Sr Wealth Advisor - 06/2025 - 40+hrs/mo - 40+hrs/mo - Financial advisory services including portfolio allocation, financial & estate planning
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-19 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-23 |
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