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Brian Joseph Scherman

U.S. Bancorp Advisors, LLC

Saint Paul, MN

Greenwich, CT

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Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-05-13
CT RA APPROVED 2026-02-13
  • NJ RA
    APPROVED
    Since 2026-05-13
  • CT RA
    APPROVED
    Since 2026-02-13

Branch Locations

60 Livingston Ave, Saint Paul, MN 55107 • United States

222 Railroad Ave, Greenwich, CT 06830 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Republic Securities Company, Llc New York NY 11/2013 06/2023
First Republic Bank New York NY 09/2013 06/2023
Peapack Private Bank Bedminster NJ 07/2023 02/2025
U.S. Bank Greenwich CT 05/2025 Present
U.S. Bancorp Investments, Inc. Greenwich CT 05/2025 02/2026
U.S. Bancorp Advisors, Llc Greenwich CT 02/2026 Present
  • 11/2013 → 06/2023
    First Republic Securities Company, Llc
    New York, NY
  • 09/2013 → 06/2023
    First Republic Bank
    New York, NY
  • 07/2023 → 02/2025
    Peapack Private Bank
    Bedminster, NJ
  • 05/2025 → Present
    U.S. Bank
    Greenwich, CT
  • 05/2025 → 02/2026
    U.S. Bancorp Investments, Inc.
    Greenwich, CT
  • 02/2026 → Present
    U.S. Bancorp Advisors, Llc
    Greenwich, CT
Previous Registrations
  • 2025-05-22 → 2026-02-13
    U.S. Bancorp Investments, Inc.
    Sioux Falls, SD
    Greenwich, CT
    Saint Paul, MN
  • 2013-11-20 → 2023-06-21
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
    New York, NY
  • 2012-04-30 → 2013-06-13
    Citigroup Global Markets Inc.
    Port Jefferson, NY
    New York, NY
    New York, NY
  • 2007-01-23 → 2012-04-27
    Chase Investment Services Corp.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-07
S63 Uniform Securities Agent State Law Examination 1997-06-06
  • S66 Uniform Combined State Law Examination
    2005-10-07
  • S63 Uniform Securities Agent State Law Examination
    1997-06-06
Other Names
  • Brian Scherman

View on SEC IAPD

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Other Offices

CLEARWATER MANAGEMENT CO., INC. · ST PAUL, MN
FIDUCIARY COUNSELLING INC · ST PAUL, MN
MAIRS & POWER · ST. PAUL, MN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAINT PAUL, MN
HILLTOP SECURITIES INC. · St. Paul, MN
WELLS FARGO CLEARING SERVICES, LLC · SAINT PAUL, MN
CAPTRUST · ST. PAUL, MN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SAINT PAUL, MN

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