AC
CFP
AC
CFP

Anthony Jacob Chisolm

8 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningEstate PlanningCharitable GivingTax PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
2,692 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

111 E. Merrill Street, Suite 400, Birmingham, MI, 48009

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anthony is an insurance agent with Robert Schechter & Associates, LLC (Schechter Wealth) since November 2019, offering insurance consulting and selling fixed insurance products. This generally takes a few hours per week to about 10-20% of his time.

Employment History
Current Registrations
Arax Advisory Partners
June 2025 - Present · 8 mos
Previous Registrations
Schechter Investment Advisors, LLC
February 2020 - July 2025 · 5 yrs 5 mos
Raymond James & Associates, INC.
September 2017 - March 2019 · 1 yr 6 mos
Raymond James & Associates, INC.Broker
September 2017 - March 2019 · 1 yr 6 mos
Suntrust Advisory Services, INC.
June 2017 - September 2017 · 3 mos
Suntrust Investment Services, INC.Broker
June 2017 - September 2017 · 3 mos
Ameriprise Financial Services, INC.Broker
September 2015 - January 2017 · 1 yr 4 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Anthony Jacob Chisolm - Financial Advisor | TrueAdvisor