Scott
Scherer

Raymond James Financial Services Advisors, Inc

CRD#2561530
Investment Advisor
in Dallas, TX
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About this Advisor

Scott Scherer is a certified financial planner in Dallas, Texas. Currently an advisor at Raymond James Financial Services Advisors, Inc, Scherer has an impressive 23 years of experience as a registered advisor. Scherer has a Series 63 license, qualifying them as a securities representative. Scherer is able to act as an advisor in Texas. Throughout their career, Scherer has worked at Raymond James Financial Services, Inc, Scherer & Gabelmann, LLC, Raymond James Financial Services Advisors, Inc and Scherer Financial Advisory Services, LLC. Raymond James Financial Services Advisors, Inc is based out of Dallas, Texas, and operates out of 2,040 offices throughout the nation. Overall, Raymond James Financial Services Advisors, Inc oversees $81 billion in assets dispersed across 280,698 accounts and retains more than 5,600 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the nation. The firm manages 151,196 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Raymond James Financial Services Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

23 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

16250 Knoll Trail Drive Suite 207
Dallas, TX 75248

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

TX Average: $1,855,561,029
Total Number of Employees

6,224

TX Average: 62
Total Number of Accounts

343,734

TX Average: 2,474
Average Account Size

$301,664

TX Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Scott Scherer Work History

Scott has 23 years of experience.

2009 - Present (10 years)

Raymond James Financial Services Advisors, Inc

2006 - Present (13 years)

Scherer Financial Advisory Services, LLC

2005 - Present (14 years)

Scherer & Gabelmann, LLC

1995 - Present (24 years)

Raymond James Financial Services, Inc

Disclosures

Scott Scherer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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