linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Richard Joseph Elias

Schechter Investment Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Richard? Claim Your Profile

About Richard Joseph Elias

Richard Elias is an Investment Advisor Representative associated with Schechter Investment Advisors, LLC. Richard is located in Birmingham, Michigan and has been in the industry since January 2015. Richard holds a Series 65 license and is also a Certified Financial Planner. Richard's firm specializes in providing financial planning, selection of other advisors, and portfolio management for businesses and individuals.

Firm Information

Richard Elias 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Richard Elias’s Registration & Firm History

MI

01/02/2025 - Present

Schechter Investment Advisors, LLC (BIRMINGHAM MI)

Not sure if Richard Joseph Elias is right for you?

Licenses & Designations

IA

Issued 04/13/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Joseph Elias.
Not sure if Richard Joseph Elias is right for you?