BS
BS

Brian Schachter

5 Years of Experience
Mount Kisco, NY

Brian Schachter is a registered investment advisor at Bjs Advisors, based in Mount Kisco, NY, with 5 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

BJS Advisors refers clients to third-party money managers for investment management. The asset management fee charged by the third-party managers ranges from 1% to 1.50% of the assets in the account and is negotiable. BJS Advisors receives up to 30% of the fees charged by the third-party manager.

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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brian is a law firm partner at Schachter and Levine, LLP since 2000, dedicating nearly full-time hours to this role. He also works with Structured Settlements, LLC.

Employment History
Current Registrations
Bjs Advisors
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
AXA Advisors, LLC
April 2007 - January 2009 · 1 yr 9 mos
State Registrations1 state
NY
Advisor

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.