Ezri Shechter

CM CAPITAL PARTNERS

Jersey City, NJ 07302

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CRD#: 2772177

Professional summary

Ezri Shechter, who also goes by Eddie Shechter, is a registered financial advisor currently at CM CAPITAL PARTNERS located in Jersey City, New Jersey.

Ezri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Ezri has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eddie Shechter

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. BARUCH COLLEGE NYC TEACH.24HRS MTH.W/SCHOOL IN SESS.PROJ.MGR.BUILDING CO.NJ.3HRS.P/WEEK.POTENTIAL COMP.EQUITY OWNERSHIP.ALL ACTIV.NOT INVEST.RELATED AFTER MARKET HRS. 2. Property Manager for Norkez Properties. 3. Licensed Real Estate Broker; Coldwell Banker; Investment Related: Yes; Location: New Jersey; Description of the business: Real Estate Broker, This is not a full-time job it's not even a part-time job and frankly will not be time-consuming at all during stock market hours; Responsibilities Duties: He felt that it was a good license to have with the properties he manages ; Start date with business: 2020-11-09; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 10. 4. TEACHER AT TOURO UNIVERSITY; PROFESSOR; INVESTMENT RELATED: NO; TOURO UNIVERSITY 2002 AVENUE J BROOKLYN NEW YORK 11210 USA; EZRI TEACHES A CLASS AT TOURO UNIVERSITY.; 2023-04-24;HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 8;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 6;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 2;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ezri Shechter's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 9, 2019 - Present

CM CAPITAL PARTNERS

Office #1: 386 Fifth Street Ground Floor, Jersey City, NJ 07302

RIA

CRD#: 30144

WESTBURY, NY

Past

March 6, 1997 - July 29, 1997

GLOBAL EQUITIES GROUP INC

CRD#: 34039

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/10/2025)

IAR

New Jersey
(5/9/2019)

IAR

New York
(10/28/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/27/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/3/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/5/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/23/2005

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 2/18/2005

Registered Options Principal Examination

Current Firm

CM CAPITAL PARTNERS

CENTRADE | CM CAPITAL PARTNERS

CRD#: 291720 / SEC#:

Florida

Registered Investment Advisory firm - (12/23/2019 Approved)

Louisiana

Registered Investment Advisory firm - (2/20/2018 Approved)

Nevada

Registered Investment Advisory firm - (8/16/2019 Approved)

New Jersey

Registered Investment Advisory firm - (1/25/2018 Approved)

New York

Registered Investment Advisory firm - (5/23/2019 Approved)

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Contact information

Main Address

6 Horseshoe Drive, Millstone Township, NJ 08535

Mailing Address

Phone number

(702) 755-7304

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	68
AUM (Assets Under Management)	$ 15,300,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ezri Shechter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ezri Shechter's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPENCER-WINSTON SECURITIES CORPORATION

BISHOP, ROSEN & CO., INC.

VALLEY FORGE SECURITIES, INC .

KIRLIN SECURITIES INC.

DRAKE & COMPANY, INC.

COLEMAN & COMPANY SECURITIES, INC.

DRAKE & COMPANY, INC.

PARAGON CAPITAL MARKETS, INC.

HORNBLOWER & WEEKS, INC.

FOSTER JEFFRIES SECURITIES, LLC

GLOBAL EQUITIES GROUP INC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/27/2021

Series 63

Date: 7/3/1996

SIE

Date: 10/1/2018

Series 7

Date: 3/5/1997

Series 24

Date: 7/23/2005

Series 4

Date: 2/18/2005

Current Firm

CM CAPITAL PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CM CAPITAL PARTNERS

TRUST BUT VERIFY

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