Adam Patrick Scherer

Current Employers

Blueprint Financial Advisors

1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2024-09-09

CT RA
APPROVED

Since 2024-09-09

Branch Locations

West Hartford, CT • United States

1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • 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

Organization	City	State	From	To
Wealth Management Group Of North America, Llc	Farmington	CT	03/2015	08/2017
Neighborhood Music School	New Haven	CT	01/2015	03/2018
Greenbeat Financial Llc	West Hartford	CT	03/2021	03/2022
Boston Institute Of Finance	Newton	MA	04/2020	Present
College For Financial Planning	Centennial	CO	09/2017	04/2020
Blueprint Financial Advisors Llc	West Hartford	CT	03/2022	12/2023
Blueprint Financial Advisors Llc	Greensboro	NC	09/2024	Present
Greenbeat Financial Llc	West Hartford	CT	04/2021	Present

03/2015 → 08/2017

Wealth Management Group Of North America, Llc

Farmington, CT
01/2015 → 03/2018

Neighborhood Music School

New Haven, CT
03/2021 → 03/2022

Greenbeat Financial Llc

West Hartford, CT
04/2020 → Present

Boston Institute Of Finance

Newton, MA
09/2017 → 04/2020

College For Financial Planning

Centennial, CO
03/2022 → 12/2023

Blueprint Financial Advisors Llc

West Hartford, CT
09/2024 → Present

Blueprint Financial Advisors Llc

Greensboro, NC
04/2021 → Present

Greenbeat Financial Llc

West Hartford, CT

Previous Registrations

2022-03-03 → 2023-12-31

Blueprint Financial Advisors

West Hartford, CT

Charlotte, NC
2021-04-13 → 2022-05-03

Greenbeat Financial Llc

West Hartford, CT
2017-01-20 → 2017-11-15

Wmgna

Farmington, CT

Other Businesses

Greenbeat Financial LLC, not investment-related, 18 Grennan Rd, West Hartford, CT 06107, Tax preparation, representation and planning, Owner/Director since 04/2021, 30 hours per month and 2 hours during securities trading hours, duties include preparing tax returns, coordinating estimated tax payments, and developing tax strategies. The Farm School, not investment related 501(c)3 non-profit organization, Education, community services, and farming, Treasurer since 12/2024, 5 hours per month and 0 during market hours, duties include budget creation and reconciliation and running the financial committee. Charter Oak Academy PTO Corp, not investment related 501(c)3 non-profit organization, Support of Charter Oak International Academy School in West Hartford CT, Treasurer since 08/2024, 3 hours per month and 0 during market hours, duties include budget creation and reconciliation. Boston Institute of Finance-Not Investment Related-181 Wells Ave, Ste 103, Newton, MA 02459, Financial Education, VP Product Development & Innovation and CFP Instructor since 4/20/2020, 160 hours per month 120 during securities trading hours, CFP education and exam preparation

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-01-20
S63	Uniform Securities Agent State Law Examination	2008-03-14

S65 Uniform Investment Adviser Law Examination

2017-01-20
S63 Uniform Securities Agent State Law Examination

2008-03-14

Designations

View on SEC IAPD