# SCHECHTER INVESTMENT ADVISORS, LLC

SCHECHTER INVESTMENT ADVISORS, LLC of BIRMINGHAM, MI is an SEC-registered investment adviser.

## Registration

- CRD: 169114
- Type: SEC-registered investment adviser
- SEC file number: 801-78607
- Location: 111 E. MERRILL STREET, SUITE 400, BIRMINGHAM, MI, 48009
- Phone: 248-731-9500
- Latest filing: 2025-04-14
- Regulatory AUM: $3.9B
- Discretionary AUM: $3.6B
- Non-discretionary AUM: $374.1M
- Clients: 30
- Accounts: 3,076

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Brown T Michael | CHIEF COMPLIANCE OFFICER | Calgary, A0 |
| Marc Rodney Schechter | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| Florence Affatato | CHIEF COMPLIANCE OFFICER | Bloomfield Hills, MI |
| Susan Schechter | TRUSTEE | — |
| Brian John Mackey | CHIEF OPERATING OFFICER | — |
| STEIN JOHN EDWARD | CEO, CIO; MANAGING DIRECTOR | — |
| KENT BERNARD STEVEN | CHAIRMAN; CHIEF COMPLIANCE OFFICER | — |
| ZIMMERMAN JASON REED | MEMBER | — |
| HALE CHRISTOPHER JON | CHIEF COMPLIANCE OFFICER | — |
| SCHECHTER MARC RODNEY | MEMBER | — |
| RISI ALFREDO ARMANDO | CHIEF OPERATING OFFICER | — |
| HODARI AARON JOHN | MANAGING DIRECTOR | — |
| Donofrio Eric Paul | CHIEF COMPLIANCE OFFICER | — |
| AFFATATO FLORENCE | CCO | — |


## Disclosures (1)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Branch offices (12)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 2487319500 |
| — | — | 1 | 2487319500 |
| DEERFIELD | IL | 1 | 312-734-1087 |
| — | — | 1 | 720-934-6753 |
| GLENDALE | CA | 1 | 248-731-9500 |
| — | — | 1 | 248-854-1696 |
| — | — | 1 | 2487319500 |
| — | — | 1 | 2487319500 |
| DEERFIELD | IL | 1 | 312-734-1087 |
| — | — | 1 | 720-934-6753 |
| GLENDALE | CA | 1 | 248-731-9500 |
| — | — | 1 | 248-854-1696 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169114/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169114/similar
- Related entities: https://search.stillhousedata.com/firm/169114/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169114

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.