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Edward J Schechter

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,112 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.5B

Fee Structure

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Location

Stamford, CT

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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

Edward works as a CPA or accountant at Berkow, Schechter & Company LLP, dedicating more than full-time hours. He also spends minimal time on financial planning at Berkow, Schechter Financial Advisors, a few hours per week at Fire Island Synagogue, and minimal time as a non-compensatory trustee.

Employment History
Current Registrations
Trivium Point Advisory, LLC
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - December 2018 · 2 yrs 8 mos
NFP Advisor Services, LLC
February 2010 - May 2016 · 6 yrs 3 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.