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John Edward Stein

Schechter Investment Advisors, LLC

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About John Edward Stein

John Edward Stein is an investment advisor representative with Schechter Investment Advisors, LLC based in Birmingham, MI. John has been in the industry since June 2010 and is registered in Florida, Michigan, and Texas. He is a Chartered Financial Analyst and holds Series 7 and Series 65 licenses. John has experience working with a wide range of clients including high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth. He also provides financial planning and investment management services. Prior to joining Schechter Investment Advisors, John was employed at TELEMUS INVESTMENT BROKERS, LLC in Southfield, MI.

Firm Information

John Stein 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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John Stein’s Registration & Firm History

MI

04/12/2023 - Present

Schechter Investment Advisors, LLC (BIRMINGHAM MI)

MI

06/22/2010 - 12/07/2012

TELEMUS INVESTMENT BROKERS, LLC (SOUTHFIELD MI)

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Licenses & Designations

BC

Issued 06/25/2010

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/14/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/21/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Edward Stein.
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