Scott Stephen Scherer
Investment adviser representative at Scherer Financial Advisory Services, LLC
31 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$158.3MFirm 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 assetsHourlyCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
31 years in the industry.
- Scherer Financial Advisory Services, LLCNov 2021 to now
- Scott S Scherer Cpa, LLCOct 1995 to now
- Raymond James Financial Services Advisors, IncJan 2009 to Mar 2022
- Scherer & Gabelmann, LLCSep 2005 to Nov 2021
- Raymond James Financial Services, Inc.Sep 1995 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Scherer Financial Advisory Services, LLC
$158.3MAssets managed
178Clients
3Advisers
4 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
- 2561530
- Firm CRD
- 317435