Joshua Schachter

EASTERLY INVESTMENT PARTNERS LLC

Sewickley, PA 15143

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CRD#: 4252292

Professional summary

Joshua Schachter, who also goes by Joshua R Schachter, Joshua Ranen Schachter, is a registered financial advisor currently at EASTERLY INVESTMENT PARTNERS LLC located in Sewickley, Pennsylvania.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Joshua has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua R Schachter | Joshua Ranen Schachter

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Schachter's CRS (Customer Relationship Summary).

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

July 15, 2021 - Present

EASTERLY INVESTMENT PARTNERS LLC

Office #1: 1605 Carmody Court Suite 200, Sewickley, PA 15143

RIA

CRD#: 299607

Sewickley, PA

Past

June 24, 2002 - July 26, 2021

SNOW CAPITAL MANAGEMENT, L.P.

RIA

CRD#: 106516

SEWICKLEY, PA

Past

August 24, 2000 - July 16, 2001

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EASTERLY INVESTMENT PARTNERS LLC

E LEVIN PARTNERS LLC | LEVIN EASTERLY PARTNERS LLC | LEVIN EASTERLY | EASTERLY INVESTMENT PARTNERS LLC | EASTERLY ACQUISITION II LLC

CRD#: 299607 / SEC#: 801-114563

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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

Pennsylvania
(7/15/2021)

IAR

Texas
(7/15/2021)

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 66

Date: 9/15/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/23/2000

General Securities Representative Examination

Current Firm

EASTERLY INVESTMENT PARTNERS LLC

E LEVIN PARTNERS LLC | LEVIN EASTERLY PARTNERS LLC | LEVIN EASTERLY | EASTERLY INVESTMENT PARTNERS LLC | EASTERLY ACQUISITION II LLC

CRD#: 299607 / SEC#: 801-114563

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

138 Conant Street Suite 100, Beverly, MA 01915

Mailing Address

Phone number

(617) 231-4300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EASTERLY INVESTMENT PARTNERS LLC 2024 PART 2A BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts	274
AUM (Assets Under Management)	$ 3,054,234,330

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/10/2026	Cover Page	Report
03/06/2025	Cover Page	Report
02/23/2024	Cover Page	Report
03/08/2023	Cover Page	Report

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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Joshua Schachter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Schachter's CRS (Customer Relationship Summary).

Certified licenses

Experience

EASTERLY INVESTMENT PARTNERS LLC

SNOW CAPITAL MANAGEMENT, L.P.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

EASTERLY INVESTMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/15/2000

Series 7

Date: 8/23/2000

Current Firm

EASTERLY INVESTMENT PARTNERS LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EASTERLY INVESTMENT PARTNERS LLC

TRUST BUT VERIFY

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