Robert
Scherzer
Pensionmark Financial Group, LLC
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About this Advisor
Robert Scherzer is a financial advisor based in Santa Barbara, California, working with Pensionmark Financial Group, LLC. Robert has previously held positions at Raymond James Financial Services, Ridge Retirement Consultants, LLC, Klingman And Associates, LLC, Pensionmark Financial Group, LLC, and Pensionmark Securities, LLC. Robert has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Jersey, New York, and Texas. Currently, Robert is part of Pensionmark Financial Group, LLC, which operates out of Santa Barbara, California. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
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Pensionmark Financial Group, LLC Brokerage Details
$37,759,764,327
324
11,973
$3,153,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Scherzer Work History
Pensionmark Securities, LLC
Pensionmark Financial Group, LLC
Raymond James Financial Services
Ridge Retirement Consultants, LLC
Klingman And Associates, LLC
Disclosures
Please visit the SEC profile of Robert Scherzer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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