Scott
Scherer

Scherer Financial Advisory Services, LLC

CRD#2561530
Investment Advisor
in Dallas, TX

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About this Advisor

Scott Scherer is a financial advisor based in Dallas, Texas, working with Scherer Financial Advisory Services, LLC. Scott has previously held positions at Raymond James Financial Services, Inc, Scherer & Gabelmann, LLC, Raymond James Financial Services Advisors, Inc, Scherer Financial Advisory Services, LLC, 1200 Stone Lane Drive, Celina, Tx 75009, and Scott S Scherer Cpa, LLC. Scott has passed the Series 63 regulatory exam and is registered to provide services in Missouri and Texas. Currently, Scott is part of Scherer Financial Advisory Services, LLC, which operates out of Dallas, Texas. The firm has 5 employees and manages assets totaling $127.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Scherer Financial Advisory Services, LLC includes asset-based, hourly, commission-based, and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Commissions, Others

Office Location

16250 Knoll Trail Drive Suite 207
Dallas, TX 75248

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Scherer Financial Advisory Services, LLC Brokerage Details

Total Assets Under Management

$127,339,660

TX Average: $3,042,739,679
Total Number of Employees

5

TX Average: 49
Total Number of Accounts

159

TX Average: 2,315
Average Account Size

$800,878

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Scott Scherer Work History

2021 - Present (4 years)

Scherer Financial Advisory Services, LLC

2019 - Present (6 years)

1200 Stone Lane Drive, Celina, Tx 75009

2006 - Present (19 years)

Scherer Financial Advisory Services, LLC

2005 - Present (20 years)

Scherer & Gabelmann, LLC

1995 - Present (30 years)

Scott S Scherer Cpa, LLC

2009 - 2022 (13 years)

Raymond James Financial Services Advisors, Inc

1995 - 2022 (27 years)

Raymond James Financial Services, Inc

1995 - 2022 (27 years)

Raymond James Financial Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Scott Scherer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Scherer Financial Advisory Services, LLC

Ian O'Shea
Dallas, TX
Howard Montfort
Dallas, TX
Scott Scherer
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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