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Aaron John Hodari

Schechter Investment Advisors, LLC

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About Aaron John Hodari

Aaron Hodari is a wealth advisor at Schechter Investment Advisors, LLC, a firm located in Birmingham, MI. Aaron has been in the financial services industry since 2010. Aaron is registered with the state of Michigan and Florida. He is also a Certified Financial Planner. Aaron specializes in providing financial advice to individuals, businesses, and charitable organizations. He has experience in portfolio management, financial planning, and investment advice. Aaron has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Aaron Hodari is currently registered with Schechter Investment Advisors, LLC. Schechter Investment Advisors, LLC is a Birmingham, MI-based registered investment advisor with over $3.3 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They cater to a variety of client types, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
Schechter Investment Advisors, LLC

111 E. MERRILL STREET

BIRMINGHAM, MI 48009

$3.35B

Assets Under Management

782

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Hodari’s Registration & Firm History

MI

02/11/2014 - Present

Schechter Investment Advisors, LLC (BIRMINGHAM MI)

MI

03/23/2016 - 06/15/2018

NIAGARA INTERNATIONAL CAPITAL LIMITED (Birmingham MI)

TX

09/19/2013 - 06/12/2014

NFP SECURITIES, INC. (AUSTIN TX)

NY

06/07/2010 - 11/03/2011

BLACKROCK INVESTMENTS, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/24/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron John Hodari.
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