linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Keith Schachter

Weild & Co.

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

About Robert Keith Schachter

Robert Schachter is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Weild & Co., and previously worked for FINANCIAL WEST GROUP, MERRIMAN CAPITAL, INC., and ALDER CREEK CAPITAL, LLC. Robert holds several licenses including Series 7, 63, 24, 79, and SIE. Robert's primary focus is providing investment advice and guidance to clients in the Mill Valley, CA area.

Firm Information

Robert Schachter is currently registered with Weild & Co.. Weild & Co. is a Limited Liability Company formed on October 22, 2007. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, with one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

50

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.

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.

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.

Robert Schachter’s Registration & Firm History

CA

08/29/2018 - Present

Weild & Co. (Mill Valley CA)

CA

08/12/2016 - 08/29/2018

FINANCIAL WEST GROUP (Mill Valley CA)

CA

12/11/2015 - 09/06/2016

MERRIMAN CAPITAL, INC. (Mill Valley CA)

CA

03/08/2013 - 12/09/2015

FINANCIAL WEST GROUP (MILL VALLEY CA)

CA

05/02/1995 - 02/27/2012

FINANCIAL WEST GROUP (MILL VALLEY CA)

CA

12/03/2001 - 07/28/2004

ALDER CREEK CAPITAL, LLC (MILL VALLEY CA)

NY

11/19/1991 - 05/09/1994

LEHMAN BROTHERS INC. (NEW YORK NY)

FL

01/10/1991 - 11/27/1991

F.S.G. FINANCIAL SERVICES GROUP, INC. (MIAMI BEACH FL)

FL

01/03/1990 - 07/16/1990

BENJAMIN SECURITIES, INC. (PENSACOLA FL)

NY

05/01/1987 - 09/20/1989

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)

NA

02/05/1985 - 04/27/1987

PAINEWEBBER INCORPORATED

NA

11/07/1984 - 01/21/1985

FIRST MONTAUK SECURITIES CORP.

Not sure if Robert Keith Schachter is right for you?

Licenses & Designations

IA

Issued 08/12/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Keith Schachter. Review regulatory record here.
Not sure if Robert Keith Schachter is right for you?