MS
Marc R. Schechter
ARAX ADVISORY PARTNERS
Birmingham, MI 48009
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CRD#: 5837026
MS
Professional summary
Marc Rodney Schechter is a registered financial advisor currently at ARAX ADVISORY PARTNERS located in Birmingham, Michigan.
Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Marc has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Robert Schechter & Assoc. LLC dba Schechter Wealth Services; investment-related; 111 E Merrill Street, Suite 400, Birmingham, MI 48009; insurance business; Manager; started 9/2001; devotes 100 hours per month during securities trading hours. 2) Schechter Private Capital, LLC which is a private fund investment advisor; investment-related; President; started 2016, 111 E Merrill Street, Suite 400, Birmingham, MI 48009; devotes 1 hour per month during securities trading hours. Currently, SPC serves as the Manager and Advisor to the various series of Schechter Private Capital Fund I, LLC which, through various series, pursues certain venture capital and private-equity strategies. 3) Schechter Private Capital Fund I LLC, investment-related, Managing Member, started 2016; 111 E Merrill Street, Suite 400, Birmingham, MI 48009; LLC to offer private fund investment to investors, devotes 1 hour per month during securities trading hours. 4) GMRFAM, LLC; investment-related; oversee family investments with siblings; Member; 111 E Merrill Street, Suite 400, Birmingham, MI 48009; began 1995; 3 hours per month during securities trading hours. 5) Vernon Investments, LLC, investment-related; holding company to make personal investments; Member; 111 E Merrill Street, Suite 400, Birmingham, MI 48009; started 2004; devotes less than an hour to this activity during securities trading hours. 6) Samanjo, LLC; President; 111 E Merrill Street, Suite 400, Birmingham, MI 48009; investment-related; holding company as shareholder of core operating businesses; owner; began 2002; devotes 1 hour per month during securities trading hours. 7) Schechter 277 Pierce Street LLC, Managing Member; 111 E Merrill Street, Suite 400, Birmingham, MI 48009; investment related; entity to hold my ownership in an office building; started 2021; devotes less than an hour to this activity during securities trading hours. 8) Schechter Screencastify Holdings LLC; investment-related; Member; LLC for group of friends to invest in Screencastify; began 2022; devotes less than an hour to this activity during securities trading hours. 9) Schechter Kriya Holdings LLC; investment-related; Member; LLC for group of friends to invest in Screencastify; began 2022; devotes less than an hour to this activity during securities trading hours. 10) Mandarina Mex LLC; investment related; Member; entity to hold my ownership in property in Mexico; began 2017; devotes 3 hours per month during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Marc Rodney Schechter'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®
NoneExperience
Current
July 2, 2025 - Present
ARAX ADVISORY PARTNERS
Office #1: 111 E. Merrill Street, Suite 400, Birmingham, MI 48009RIA
CRD#: 133535
Birmingham, MI
Past
May 29, 2025 - July 11, 2025
SCHECHTER INVESTMENT ADVISORS, LLC
RIA
CRD#: 169114
Birmingham, MI
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".
AA
ARAX ADVISORY PARTNERS
7258 WEALTH MANAGEMENT, INC. | YOUNG WEALTH MANAGEMENT GROUP, INC. | WELLTH PARTNER | THE DAVIS AGENCY, INC. | SUMMIT WEALTH STRATEGIES | SRS INVESTMENT SERVICES, LLC | SRS CAPITAL ADVISORS, LLC | SRS CAPITAL ADVISORS, INC. | SIMONDAVIS, INC. | SIMONDAVIS ASSET MANAGEMENT, INC. | SIMONDAVIS ASSET MANAGEMENT | SEAL FINANCIAL SERVICES | SCHECHTER INVESTMENT ADVISORS | NOVEN FINANCIAL GROUP | NORTE ADVISORS, LLC | KLEINHENZ & ASSOCIATES LTD. | GEORGINA ASSET MANAGEMENT, LLC | ENDURING WEALTH PARTNERS | CEDRUS LLC | AVERA CAPITAL WEALTH MANAGEMENT, LLC | ARAX ADVISORY PARTNERS, LLC | ARAX ADVISORY PARTNERS
CRD#: 133535 / SEC#: 801-67165
RIA
Registered Investment Advisory firm - (9/20/2006 Approved)California
Registered Investment Advisory firm - (10/18/2006 Terminated)Colorado
Registered Investment Advisory firm - (11/14/2006 Terminated)Georgia
Registered Investment Advisory firm - (5/24/2012 Terminated)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
Colorado(7/2/2025)
IAR
Michigan(7/2/2025)
Current Firm
AA
ARAX ADVISORY PARTNERS
7258 WEALTH MANAGEMENT, INC. | YOUNG WEALTH MANAGEMENT GROUP, INC. | WELLTH PARTNER | THE DAVIS AGENCY, INC. | SUMMIT WEALTH STRATEGIES | SRS INVESTMENT SERVICES, LLC | SRS CAPITAL ADVISORS, LLC | SRS CAPITAL ADVISORS, INC. | SIMONDAVIS, INC. | SIMONDAVIS ASSET MANAGEMENT, INC. | SIMONDAVIS ASSET MANAGEMENT | SEAL FINANCIAL SERVICES | SCHECHTER INVESTMENT ADVISORS | NOVEN FINANCIAL GROUP | NORTE ADVISORS, LLC | KLEINHENZ & ASSOCIATES LTD. | GEORGINA ASSET MANAGEMENT, LLC | ENDURING WEALTH PARTNERS | CEDRUS LLC | AVERA CAPITAL WEALTH MANAGEMENT, LLC | ARAX ADVISORY PARTNERS, LLC | ARAX ADVISORY PARTNERS
CRD#: 133535 / SEC#: 801-67165
RIA
Registered Investment Advisory firm - (9/20/2006 Approved)California
Registered Investment Advisory firm - (10/18/2006 Terminated)Colorado
Registered Investment Advisory firm - (11/14/2006 Terminated)Georgia
Registered Investment Advisory firm - (5/24/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
730 17th Street Suite 107, Denver, CO 80202
Mailing Address
Phone number
(303) 633-5900
Established
Firm type
Fiscal year end
# of Employees
106
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 16,559 |
| AUM (Assets Under Management) | $ 8,960,126,874 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
