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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
10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
111 E. Merrill Street, Suite 400, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert Schechter & Associates. | Birmingham | MI | 08/2013 | Present |
| Schechter Investment Advisors, Llc | Birmingham | MI | 08/2013 | 09/2016 |
| Niagara International Capital Limited | New York | NY | 03/2016 | 06/2018 |
| Chalice Capital Partners, Llc | Birmingham | MI | 06/2018 | 06/2018 |
| Kingswood Capital Partners, Llc | Birmingham | MI | 06/2018 | Present |
| Schechter Investment Advisors, Llc | Birmingham | MI | 09/2016 | 12/2021 |
| Schechter Investment Advisors, Llc | Birmingham | MI | 12/2021 | 05/2025 |
| Arax Advisory Partners | Denver | CO | 06/2025 | Present |
1) Schechter Investment Advisors, , a division of Arax Advisory Partners LLC - Investment Related: Yes - Address: 111 E. Merrill St. Suite 400, BIRMINGHAM MI 48009 - RIA - Managing Director - Start Date: 06/01/2025 - Hours per month: 160 hours - Hours per month during trading hours: 160Hrs - Duties: Financial Advisor working w/clients on financial planning & investment related items 2) Schechter Investment Advisors, a division of Arax Advisory Partners LLC - Yes - 111 E. Merrill St. Suite 400, BIRMINGHAM MI 48009 - RIA - partner/manager - 01/2016 - 80 hours - 80 hours - deal sourcing, diligence, and portfolio management for the private funds that Schechter Private Capital manages 3)Kingswood Capital Partners, LLC -investment-related 11440 W. Bernardo Ct. Ste.300, San Diego, CA 92127 -registered representative -began June 2018 -hrs per month 1 -hrs during trading hours 0-selling private placements, life insurance, variable universal life
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-22 |
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