Ezri Shechter
Ezri Shechter is a registered investment advisor at Cm Capital Partners, based in Millstone Township, NJ, with 29 years of industry experience. Ezri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Real Estate Investing. Their firm serves 59 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Accredited Investors pay 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Location
6 Horseshoe Drive, Millstone Township, NJ, 08535
Get directionsHistory
Regulatory History (7)
Customer Dispute
June 2020Investigation
June 2020Regulatory
December 2019Customer Dispute
October 2012Customer Dispute
December 2010Customer Dispute
April 2004Customer Dispute
May 2000Other Business Activities
Ezri teaches at Baruch College and Touro University, spending about 10-20% of his time combined on these activities. He is also a property manager for Norkez Properties and a licensed real estate broker with Coldwell Banker, dedicating minimal time to the latter.
Employment History
Current Registrations
Cm Capital Partners
Previous Registrations
Spencer-Winston Securities CorporationBroker
Bishop, Rosen & CO., INC.Broker
Valley Forge Securities, INC .Broker
Kirlin Securities INC.Broker
Drake & Company, INC.Broker
Coleman & Company Securities, INC.Broker
Drake & Company, INC.Broker
Paragon Capital MarketsBroker
Hornblower & Weeks, INC.Broker
Foster Jeffries Securities, LLCBroker
Global Equities Group INCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.