Brian J. Schachter

BJS ADVISORS

Mount Kisco, NY 10549

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CRD#: 5252809

Professional summary

Brian Jay Schachter, who also goes by Brian Schachter, is a registered financial advisor currently at BJS ADVISORS located in Mount Kisco, New York.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Brian has worked at 2 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian 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.

SCHACHTER AND LEVINE, LLP - NON-INVESTMENT RELATED, 419 PARK AVENUE SOUTH, 2ND FLOOR, NEW YORK, NY 10016, LAW FIRM PARTNER SINCE 3/2000 200 HOURS/MONTH CURRENTLY. DURING SECURITIES TRADING HOURS, CURRENTLY APPROXIMATELY 32 HOURS/WEEK. DUTIES INCLUDE ADMINISTRATION AND LEGAL SERVICES. STRUCTURED SETTLEMENTS, LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Jay Schachter'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

December 1, 2021 - Present

BJS ADVISORS

Office #1: 487 East Main Street #306, Mount Kisco, NY 10549

RIA

CRD#: 298674

Mount Kisco, NY

Past

April 24, 2007 - January 2, 2009

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

NEW YORK, NY

Past

March 5, 2007 - January 2, 2009

EQUITABLE ADVISORS, LLC

CRD#: 6627

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

New York
(12/1/2021)

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: 6/21/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/13/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/2/2007

General Securities Representative Examination

Current Firm

BJS ADVISORS

BJS ADVISORS | BJS ADVISORS, LLC

CRD#: 298674 / SEC#:

New York

Registered Investment Advisory firm - (2/28/2019 Approved)

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Contact information

Main Address

487 East Main Street #306, Mount Kisco, NY 10549

Mailing Address

Phone number

(917) 453-2475

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Brian J. Schachter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BJS ADVISORS

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/21/2018

Series 66

Date: 4/13/2007

Series 7

Date: 3/2/2007

Current Firm

BJS ADVISORS

Contact information

Documents

Red Flags

Company Information

BJS ADVISORS

TRUST BUT VERIFY

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