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First Name Last Name

Phone

Are you an Insurance Advisor?

Yes

Are you a Registered Investment Advisor and/or Financial Planner?

Yes

Are you affiliated with an IMO/BGA Aggregator, BGA, broker/dealer, RIA Aggregator, Life Insurance Carrier, Producer Group or other financial institution?

Yes

Type and name of the organization you are affiliated with:

Do you have one or more clients who have a net worth of $5 million or more?

Yes

Securities for Schechter are offered through Kingswood, member FINRA / SIPC. Schechter and Kingswood are affiliated but do not share common ownership.

Advisory Services are offered through Schechter Investment Advisors, LLC (SIA), dba Schechter Investments, a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA, and SPC are affiliated and share common ownership. Certain principals of Schechter, SIA, and SPC are also registered representatives of, and sell security products for compensation through Kingswood. Kingswood is otherwise unaffiliated with Schechter, SIA, and SPC.

View: Schechter Investment Advisors Form CRS

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