Adam Schacter
Financial advisor at Designed Wealth USA
Adam Schacter is a fiduciary financial advisor, registered since Aug 2026. Adam joined Designed Wealth USA in 2026, a firm offering investment management. Designed Wealth USA reports being paid through a percentage of assets.
At a glance
Services through Designed Wealth USA
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2026 – nowDesigned Wealth USA LTD.Current firm
Questions to ask Adam
Tailored to Adam’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Adam
How do I contact Adam?
Call Designed Wealth USA at 416-898-5568 and ask for Adam Schacter. Adam works from the Toronto, null office.
How long has Adam been a financial advisor?
Adam is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Adam hold?
Series 65. Tap any license on this page to see what it allows.
Is Adam a fiduciary?
Adam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adam paid?
Designed Wealth USA reports being paid by a percentage of the assets they manage. Ask Adam for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.