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Anthony Jacob Chisolm

Schechter Investment Advisors, LLC

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About Anthony Jacob Chisolm

Anthony Chisolm is a financial advisor with Schechter Investment Advisors, LLC, located in Birmingham, MI. Anthony has been in the financial services industry for over 10 years and has a diverse background, including experience in residential education and housing, as well as previous employment with Ameriprise Financial Services, Inc., SunTrust Investment Services, Inc., and Raymond James & Associates, Inc. Anthony is a Certified Financial Planner (CFP®) and holds both Series 7 and Series 66 securities licenses.

Firm Information

Anthony Chisolm 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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Anthony Chisolm’s Registration & Firm History

MI

01/01/2025 - Present

Schechter Investment Advisors, LLC (BIRMINGHAM MI)

GA

09/22/2017 - 03/22/2019

RAYMOND JAMES & ASSOCIATES, INC. (SAVANNAH GA)

GA

06/06/2017 - 09/27/2017

SUNTRUST INVESTMENT SERVICES, INC. (SAVANNAH GA)

MI

09/22/2015 - 01/20/2017

AMERIPRISE FINANCIAL SERVICES, INC. (ANN ARBOR MI)

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Licenses & Designations

BOTH

Issued 01/08/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Jacob Chisolm.
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