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Phillip M Adsit

Schechter Investment Advisors, LLC

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About Phillip M Adsit

Phillip Adsit is a financial advisor registered with the state of Michigan. Phillip has been in the financial services industry since 2010. Phillip has a background in investment banking and has experience with both Schechter Investment Advisors, LLC and Schechter Private Capital, LLC. Phillip is a Chartered Financial Analyst (CFA) and holds the Series 7, Series 63, Series 66, and Series 79TO licenses.

Firm Information

Phillip Adsit 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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Phillip Adsit’s Registration & Firm History

MI

08/20/2024 - Present

Schechter Investment Advisors, LLC (Birmingham MI)

VA

09/01/2020 - 07/13/2021

HARRIS WILLIAMS (RICHMOND VA)

MD

06/07/2010 - 09/10/2012

AMERIPRISE FINANCIAL SERVICES, INC. (SEVERNA PARK MD)

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Licenses & Designations

BC

Issued 07/20/2020

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 08/06/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/01/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/16/2020

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Phillip M Adsit.
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