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James Schachtel

29 Years of Experience
North Caldwell, NJ
1 DisclosureBroker

James Schachtel is a registered investment advisor at Pgim, INC., based in North Caldwell, NJ, with 29 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 617 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
617 clients
Average Client Portfolio
$1.7B average
Assets Under Management
$1033.2B

Fee Structure

Investment management only (planning not offered)

PGIM Real Estate's fees vary based on factors like client type, investment strategy, amount invested, and the relationship with the client. Compensation structures may include base management fees, acquisition fees, disposition fees, and cash management fees. They may also include incentive or performance-based compensation. Fees are generally negotiable, and clients invested in the same fund typically pay fees based on the same rate schedule.

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Location

North Caldwell, NJ

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History

Regulatory History (1)
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Regulatory
January 2017
Final
Employment History
Current Registrations
Pgim, INC.
October 2025 - Present · 6 mos
Prudential Investment Management Services LLCBroker
December 2023 - Present · 2 yrs 4 mos
Prudential Investment Management Services LLC
December 2023 - Present · 2 yrs 4 mos
Previous Registrations
Lazard Asset Management Securities LLCBroker
April 2004 - November 2023 · 19 yrs 7 mos
Lazard Asset Management LLC
June 2003 - November 2023 · 20 yrs 5 mos
Lazard Freres & CO. LLCBroker
September 1996 - April 2004 · 7 yrs 7 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
James Schachtel - Financial Advisor | TrueAdvisor