Daniel Brooks

Daniel Brooks serves as a Client Service Professional on our Investment Advisory Team, where he delivers daily operational support to our advisors and their clients, ensuring a superior level of service.

With over 6 years of experience in the financial services industry, Daniel brings a wealth of knowledge and expertise. Originally from Boston, Massachusetts, he now resides in Houston, TX. In his free time, Daniel enjoys playing basketball, reading, traveling, and spending quality time with family and friends.

Securities for Schechter are offered through Kingswood, member FINRA / SIPC. Schechter and Kingswood are affiliated but do not share common ownership.

Advisory Services are offered through Schechter Investment Advisors, LLC (SIA), dba Schechter Investments, a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA, and SPC are affiliated and share common ownership. Certain principals of Schechter, SIA, and SPC are also registered representatives of, and sell security products for compensation through Kingswood. Kingswood is otherwise unaffiliated with Schechter, SIA, and SPC.

View: Schechter Investment Advisors Form CRS

Our Team

Daniel Brooks