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Adam Blocki

Schechter Investment Advisors, LLC

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About Adam Blocki

Adam Blocki is a financial advisor with Schechter Investment Advisors, LLC. Adam has been in the industry for over 10 years and has a variety of experience in financial planning, portfolio management, and investment advising. Adam is a Certified Financial Planner and a Chartered Financial Analyst, demonstrating his commitment to providing clients with the highest level of professional service. Adam specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations. Adam is a highly skilled and experienced financial advisor committed to helping clients achieve their financial goals.

Firm Information

Adam Blocki 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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Adam Blocki’s Registration & Firm History

CO

06/12/2023 - Present

Schechter Investment Advisors, LLC (Pagosa Springs CO)

CO

09/23/2021 - 06/08/2023

LPL FINANCIAL LLC (PAGOSA SPRINGS CO)

CO

05/27/2021 - 09/23/2021

SIGMA FINANCIAL CORPORATION (Pagosa Springs CO)

MI

08/02/2016 - 08/03/2017

SIGMA FINANCIAL CORPORATION (WATERFORD MI)

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Licenses & Designations

IA

Issued 07/11/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/27/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/03/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Blocki.
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