SCHECHTER INVESTMENT ADVISORS, LLC
CRD #169114 SEC #801-78607 BIRMINGHAM, MI 248-731-9500
SEC Registered
Total AUM
$3.9B
Discretionary
$3.6B
Employees
30
Clients
101
Accounts
3,076
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 14, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AFFATATO, FLORENCE | I | CCO | NA | Control |
| AFFATATO, FLORENCE | I | CCO | NA | Control |
| AFFATATO, FLORENCE | I | CCO | NA | Control |
| AFFATATO, FLORENCE | I | CCO | NA | Control |
| AFFATATO, FLORENCE | I | CCO | NA | Control |
| AFFATATO, FLORENCE | I | CCO | NA | Control |
| AFFATATO, FLORENCE | I | CCO | NA | Control |
| AFFATATO, FLORENCE | I | CCO | NA | Control |
| AFFATATO, FLORENCE | I | CCO | NA | Control |
| AFFATATO, FLORENCE | I | CCO | NA | Control |
| AFFATATO, FLORENCE | I | CCO | NA | Control |
| AFFATATO, FLORENCE | I | CCO | NA | Control |
| AFFATATO, FLORENCE | I | CCO | NA | Control |
| AFFATATO, FLORENCE | I | CCO | NA | Control |
| AFFATATO, FLORENCE | I | CCO | NA | Control |
| AFFATATO, FLORENCE | I | CCO | NA | Control |
| AFFATATO, FLORENCE | I | CCO | NA | Control |
| AFFATATO, FLORENCE | I | CCO | NA | Control |
| AFFATATO, FLORENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AFFATATO, FLORENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AFFATATO, FLORENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BROWN, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Donofrio, Eric, Paul | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Donofrio, Eric, Paul | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Donofrio, Eric, Paul | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Donofrio, Eric, Paul | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Donofrio, Eric, Paul | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Donofrio, Eric, Paul | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Donofrio, Eric, Paul | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Donofrio, Eric, Paul | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Donofrio, Eric, Paul | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALE, CHRISTOPHER, JON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALE, CHRISTOPHER, JON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| HODARI, AARON, JOHN | I | MANAGING DIRECTOR | NA | Control |
| KENT, BERNARD, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, BERNARD, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, BERNARD, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, BERNARD, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, BERNARD, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, BERNARD, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, BERNARD, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, BERNARD, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, BERNARD, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, BERNARD, STEVEN | I | CHAIRMAN | NA | Control |
| KENT, BERNARD, STEVEN | I | CHAIRMAN | NA | Control |
| KENT, BERNARD, STEVEN | I | CHAIRMAN | NA | Control |
| KENT, BERNARD, STEVEN | I | CHAIRMAN | NA | Control |
| KENT, BERNARD, STEVEN | I | CHAIRMAN | NA | Control |
| KENT, BERNARD, STEVEN | I | CHAIRMAN | NA | Control |
| KENT, BERNARD, STEVEN | I | CHAIRMAN | NA | Control |
| KENT, BERNARD, STEVEN | I | CHAIRMAN | NA | Control |
| KENT, BERNARD, STEVEN | I | CHAIRMAN | NA | Control |
| KENT, BERNARD, STEVEN | I | CHAIRMAN | NA | Control |
| KENT, BERNARD, STEVEN | I | CHAIRMAN | NA | Control |
| KENT, BERNARD, STEVEN | I | CHAIRMAN | NA | Control |
| KENT, BERNARD, STEVEN | I | CHAIRMAN | NA | Control |
| KENT, BERNARD, STEVEN | I | CHAIRMAN | NA | Control |
| KENT, BERNARD, STEVEN | I | CHAIRMAN | NA | Control |
| KENT, BERNARD, STEVEN | I | CHAIRMAN | NA | Control |
| KENT, BERNARD, STEVEN | I | CHAIRMAN | NA | Control |
| KENT, BERNARD, STEVEN | I | CHAIRMAN | NA | Control |
| Mackey, Brian, John | I | CHIEF OPERATING OFFICER | NA | |
| Mackey, Brian, John | I | CHIEF OPERATING OFFICER | NA | |
| Mackey, Brian, John | I | CHIEF OPERATING OFFICER | NA | |
| RISI, ALFREDO, ARMANDO | I | CHIEF OPERATING OFFICER | NA | Control |
| RISI, ALFREDO, ARMANDO | I | CHIEF OPERATING OFFICER | NA | Control |
| RISI, ALFREDO, ARMANDO | I | CHIEF OPERATING OFFICER | NA | Control |
| RISI, ALFREDO, ARMANDO | I | CHIEF OPERATING OFFICER | NA | Control |
| RISI, ALFREDO, ARMANDO | I | CHIEF OPERATING OFFICER | NA | Control |
| RISI, ALFREDO, ARMANDO | I | CHIEF OPERATING OFFICER | NA | Control |
| RISI, ALFREDO, ARMANDO | I | CHIEF OPERATING OFFICER | NA | Control |
| RISI, ALFREDO, ARMANDO | I | CHIEF OPERATING OFFICER | NA | Control |
| RISI, ALFREDO, ARMANDO | I | CHIEF OPERATING OFFICER | NA | Control |
| RISI, ALFREDO, ARMANDO | I | CHIEF OPERATING OFFICER | NA | Control |
| RISI, ALFREDO, ARMANDO | I | CHIEF OPERATING OFFICER | NA | Control |
| RISI, ALFREDO, ARMANDO | I | CHIEF OPERATING OFFICER | NA | Control |
| RISI, ALFREDO, ARMANDO | I | CHIEF OPERATING OFFICER | NA | Control |
| RISI, ALFREDO, ARMANDO | I | CHIEF OPERATING OFFICER | NA | Control |
| RISI, ALFREDO, ARMANDO | I | CHIEF OPERATING OFFICER | NA | Control |
| RISI, ALFREDO, ARMANDO | I | CHIEF OPERATING OFFICER | NA | Control |
| SCHECHTER, MARC, RODNEY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHECHTER, MARC, RODNEY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHECHTER, MARC, RODNEY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STEIN, JOHN, EDWARD | I | CEO, CIO | NA | Control |
| STEIN, JOHN, EDWARD | I | CEO, CIO | NA | Control |
| STEIN, JOHN, EDWARD | I | CEO, CIO | NA | Control |
| STEIN, JOHN, EDWARD | I | CEO, CIO | NA | Control |
| STEIN, JOHN, EDWARD | I | CEO, CIO | NA | Control |
| STEIN, JOHN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| STEIN, JOHN, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| SUSAN ALFRED SCHECHTER REVOCABLE TRUST | DE | REVOCABLE TRUST | NA | |
| SUSAN ALFRED SCHECHTER REVOCABLE TRUST | DE | REVOCABLE TRUST | NA | |
| SUSAN ALFRED SCHECHTER REVOCABLE TRUST | DE | REVOCABLE TRUST | NA | |
| SUSAN ALFRED SCHECHTER REVOCABLE TRUST | DE | REVOCABLE TRUST | NA | |
| SUSAN ALFRED SCHECHTER REVOCABLE TRUST | DE | REVOCABLE TRUST | NA | |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| SAMANJO, INC. | DE | S CORP | E | Control |
| SAMANJO, INC. | DE | S CORP | E | Control |
| SAMANJO, INC. | DE | S CORP | E | Control |
| SAMANJO, INC. | DE | S CORP | E | Control |
| SAMANJO, INC. | DE | S CORP | E | Control |
| SAMANJO, INC. | DE | S CORP | E | Control |
| SAMANJO, INC. | DE | S CORP | E | Control |
| SAMANJO, INC. | DE | S CORP | E | Control |
| SAMANJO, INC. | DE | S CORP | E | Control |
| SAMANJO, INC. | DE | S CORP | E | Control |
| SAMANJO, INC. | DE | S CORP | E | Control |
| SAMANJO, INC. | DE | S CORP | E | Control |
| SAMANJO, INC. | DE | S CORP | E | Control |
| SAMANJO, INC. | DE | S CORP | E | Control |
| SAMANJO, INC. | DE | S CORP | E | Control |
| SAMANJO, INC. | DE | S CORP | E | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | E | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | E | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | E | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | E | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | E | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | E | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | E | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | E | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | E | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | E | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | E | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | E | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | D | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | D | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | D | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | D | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | D | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | D | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | D | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | D | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | D | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | D | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | D | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | D | Control |
| SCHECHTER, MARC, RODNEY | I | MEMBER | D | Control |
| ZIMMERMAN, JASON, REED | I | MEMBER | D | Control |
| ZIMMERMAN, JASON, REED | I | MEMBER | D | Control |
| ZIMMERMAN, JASON, REED | I | MEMBER | D | Control |
| ZIMMERMAN, JASON, REED | I | MEMBER | D | Control |
| ZIMMERMAN, JASON, REED | I | MEMBER | D | Control |
| ZIMMERMAN, JASON, REED | I | MEMBER | D | Control |
| ZIMMERMAN, JASON, REED | I | MEMBER | D | Control |
| ZIMMERMAN, JASON, REED | I | MEMBER | D | Control |
| ZIMMERMAN, JASON, REED | I | MEMBER | D | Control |
| ZIMMERMAN, JASON, REED | I | MEMBER | D | Control |
| ZIMMERMAN, JASON, REED | I | MEMBER | D | Control |
| ZIMMERMAN, JASON, REED | I | MEMBER | D | Control |
| ZIMMERMAN, JASON, REED | I | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SCHECHTER, MARC, RODNEY | I | SAMANJO, INC. | E | Control |
| SCHECHTER, MARC, RODNEY | I | SAMANJO, INC. | E | Control |
| SCHECHTER, MARC, RODNEY | I | SAMANJO, INC. | E | Control |
| SCHECHTER, MARC, RODNEY | I | SAMANJO, INC. | E | Control |
| SCHECHTER, MARC, RODNEY | I | SAMANJO, INC. | E | Control |
| SCHECHTER, MARC, RODNEY | I | SAMANJO, INC. | E | Control |
| SCHECHTER, MARC, RODNEY | I | SAMANJO, INC. | E | Control |
| SCHECHTER, MARC, RODNEY | I | SAMANJO, INC. | E | Control |
| SCHECHTER, MARC, RODNEY | I | SAMANJO, INC. | E | Control |
| SCHECHTER, MARC, RODNEY | I | SAMANJO, INC. | E | Control |
| SCHECHTER, MARC, RODNEY | I | SAMANJO, INC. | E | Control |
| SCHECHTER, MARC, RODNEY | I | SAMANJO, INC. | E | Control |
| SCHECHTER, MARC, RODNEY | I | SAMANJO, INC. | E | Control |
Registrations
Federal
IA
Apr 14, 2025 REGISTERED
Notice Filings (14)
AZ CA CO FL IL IN MA MI NJ NY OH PA SC TX
Address
111 E. MERRILL STREETSUITE 400
BIRMINGHAM, MI 48009
United States
Phone: 248-731-9500