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Garrard Kelly Schaefer

Investment Adviser Representative at PEACHTREE INVESTMENT PARTNERS, LLC

Vero Beach, FLCRD #1396569Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
4 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Garrard Kelly Schaefer has worked in the securities industry since 2005. They have passed the Series 66, 63, 8, and 7 examinations. They are registered to provide investment advisory services in Florida, Georgia, Massachusetts, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
FloridaGeorgiaMassachusettsTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/17/2004
Series 63
Uniform Securities Agent State Law Examination
Passed 9/9/1985
Series 7
General Securities Representative Examination
Passed 8/17/1985
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 9/18/1996

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Source

Peachtree Investment Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PEACHTREE INVESTMENT PARTNERS, LLCCurrent
5/8/2007 – Vero Beach, FL
NORTHERN TRUST SECURITIES, INC
11/22/2004 – 1/3/2007Atlanta, GA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at PEACHTREE INVESTMENT PARTNERS, LLC

1 other advisor in the directory

Courtney Schaefer Deveau
Investment Adviser Representative
Investment Adviser Rep
View PEACHTREE INVESTMENT PARTNERS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Garrard Kelly Schaefer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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