Dana Merrill Scheer
Investment adviser representative at Bailard, Inc.
24 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$7.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Bailard, Inc.Mar 1994 to now
- Bailard Fund Services, Inc.Mar 1994 to Jun 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law1997
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bailard, Inc.
$7.6BAssets managed
1,137Clients
40Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2234929
- Firm CRD
- 110550