Alexander Lloyd Martin

Employer firm

Arax Advisory Partners CRD 133535

$26.5B regulatory AUM 16 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

• 04/2016 → 03/2025
  Enlightened Finance Llc
  Largo, FL
• 01/2017 → 06/2018
  Schechter Investment Advisors
  Birmingham, MI
• 12/2016 → Present
  Schechter Wealth
  Birmingham, MI
• 06/2025 → Present
  Arax Advisory Partners
  Denver, CO

Previous Registrations

• 2025-03-14 → 2025-07-11
  Schechter Investment Advisors, Llc
  Largo, FL
  Birmingham, MI
• 2016-06-06 → 2025-03-25
  Enlightened Finance Llc
  Largo, FL
• 2017-12-12 → 2018-08-17
  Schechter Investment Advisors, Llc
  Birmingham, MI
• 2016-07-01 → 2016-12-23
  Trustee Empowerment & Protection, Inc.
  Troy, MI
• 2006-12-20 → 2016-05-31
  Trustee Empowerment & Protection, Inc.
  Troy, MI
• 1999-07-11 → 2005-04-12
  Trustee Empowerment & Protection, Inc.
  Troy, MI

Other Businesses

Owner; 309 Harborview Lane Consulting; Investment Related: No; 309 Harborview Lane Largo FL 33770 United States; Small business consulting including strategy, technology, and administrative assistance.; Strategy, technology, and administrative assistance; Start date with business: 2023-05-01; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10 Robert Schechter & Associates, LLC ("Schechter Wealth") 111 E. Merrill St. Suite 400, Birmingham, MI 48009 Insurance agent; Mr. Martin is a licensed insurance agent; Investment Related; Yes; began 12/2016; Mr. Martin occasionally offers clients insurance advice or insurance products as part of this activity. Hours per month devoted to business during trading hours: 5.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-16
• S63 Uniform Securities Agent State Law Examination
  1995-06-29

Other Names

• Alex Martin