Joshua
Schachter
Easterly Investment Partners LLC
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About this Advisor
Joshua Schachter is a chartered financial analyst working in Beverly, Massachusetts with 2 years of relevant experience. Schachter currently works for Easterly Investment Partners LLC. Their career trajectory has included roles at Easterly Investment Partners LLC and Snow Capital Management, L P. Schachter holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania and Texas. Easterly Investment Partners LLC is a registered investment company that has its headquarters in Beverly, MA. It has offices in two locations and a total of 21 employees. It controls $1 billion in total assets among its 331 accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 331 accounts, 19% are associated with high-net-worth investors who have greater than $1 million in investable assets. Easterly Investment Partners LLC performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors vary depending on which services are provided. However, fee types charged by Easterly Investment Partners LLC likely include some combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Easterly Investment Partners LLC Brokerage Details
$1,341,307,818
21
331
$4,052,289
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Joshua Schachter Work History
Joshua has been registered as a financial advisor for 2 years.*
Easterly Investment Partners LLC
Snow Capital Management, L P
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Schachter 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 Easterly Investment Partners LLC
Sewickley, PA
Sewickley, PA
New Canaan, CT
Sewickley, PA
Beverly, MA
Sewickley, PA
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