A complete list of active advisors currently associated with Schayot Financial LLC
Warmer can help you find a great advisor at Schayot Financial LLC or one who fits your needs even better.
Schayot Financial is an independent, single‑advisor registered investment adviser that manages approximately $72,835,891 in discretionary assets for 114 clients, serving high‑net‑worth individuals and families as well as trusts, estates, business entities, and pension/profit‑sharing plans. The firm offers ongoing asset management alongside financial planning and consulting services covering tax, retirement, estate, insurance, and related topics. The firm manages custodial accounts with continuous supervision and invests across stocks, bonds, mutual funds, ETFs, and REITs, employing both long‑ and short‑term strategies. Its investment process combines fundamental analysis with technical/charting tools, and accounts can be managed on a discretionary basis while clients may impose investment restrictions. Noteworthy for a newly formed, solo practice, the firm oversees a relatively large asset base per advisor; its principal also holds the CFP designation and maintains securities and insurance licenses. Because of those dual registrations, the brochure discloses the potential for commissionable insurance or brokerage product recommendations and describes procedures for disclosing and managing that conflict.
To learn more about the advisors currently working at Schayot Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Metairie, LA
| 31
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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