Let's Start Making Plans

Securities for Robert Schechter & Associates, dba as both Schechter Wealth and Schechter, 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.

Check the background of this firm on FINRA's BrokerCheck.

View: Schechter Investment Advisors Form CRS

Contact Schechter

Learn How We Can Help