Adam
Blocki
Schechter Investment Advisors, LLC
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About this Advisor
Adam Blocki is a financial advisor based in Pagosa Springs, Colorado, working with Schechter Investment Advisors, LLC. Adam has previously held positions at A Smarter Way To Invest, Inc, Caitlin John, LLC, Sigma Financial Corporation, Spc, A Smarter Way To Invest, LLC, Sigma Planning Corporation, Lpl Financial LLC, and Schechter Investment Advisors, LLC. Adam has passed the Series 65 regulatory exam and is registered to provide services in Colorado, Michigan, and Texas. Currently, Adam is part of Schechter Investment Advisors, LLC, which operates out of Pagosa Springs, Colorado. The firm has 5 offices and 29 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Schechter Investment Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Schechter Investment Advisors, LLC Brokerage Details
$3,349,365,530
29
2,822
$1,186,877
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Adam Blocki Work History
Schechter Investment Advisors, LLC
Sigma Planning Corporation
Sigma Financial Corporation
Lpl Financial LLC
A Smarter Way To Invest, LLC
Caitlin John, LLC
Spc
Sigma Financial Corporation
A Smarter Way To Invest, Inc
Caitlin John, LLC
Disclosures
Please visit the SEC profile of Adam Blocki to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Schechter Investment Advisors, LLC
Birmingham, MI
Birmingham, MI
Birmingham, MI
Birmingham, MI
Birmingham, MI
Birmingham, MI
Birmingham, MI
Glendale, CA
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