Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Schachter is a registered investment advisor representative with Easterly Investment Partners LLC. Joshua is a Chartered Financial Analyst and has been in the financial industry since 2000. Before joining Easterly Investment Partners LLC, Joshua worked at Snow Capital Management, L P. Easterly Investment Partners LLC is a financial advisory firm with offices in Beverly, MA, and Sewickley, PA. The firm offers a variety of investment advisory services, including portfolio management for individuals, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
07/15/2021 - Present
Easterly Investment Partners LLC (BEVERLY MA)
MN
08/24/2000 - 07/16/2001
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 09/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Joshua Schachter is the right advisor for you? Invested Better is here to help.
