Best Investors Account Sign in

Bryan A Scherer

Morgan Stanley

Greenwood Village, CO

Chicago, IL

CRD 6108930

Claim This Profile
Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-08-09
NY RA APPROVED 2021-06-16
IL RA APPROVED 2021-04-14
TX RA APPROVED_RES 2021-04-05
  • CO RA
    APPROVED
    Since 2021-08-09
  • NY RA
    APPROVED
    Since 2021-06-16
  • IL RA
    APPROVED
    Since 2021-04-14
  • TX RA
    APPROVED_RES
    Since 2021-04-05

Branch Locations

5251 Dtc Parkway Suite 1500, Greenwood Village, CO 80111 • United States

233 South Wacker Drive Suite 9200 Pwm, Chicago, IL 60606 • 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
Morgan Stanley Smith Barney Llc Chicago IL 08/2012 05/2018
Morgan Stanley Smith Barney Llc Greenwood Village CO 04/2021 Present
Credit Suisse New York NY 06/2018 04/2021
Morgan Stanley Private Bank, N.A New York NY 04/2021 Present
  • 08/2012 → 05/2018
    Morgan Stanley Smith Barney Llc
    Chicago, IL
  • 04/2021 → Present
    Morgan Stanley Smith Barney Llc
    Greenwood Village, CO
  • 06/2018 → 04/2021
    Credit Suisse
    New York, NY
  • 04/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2018-08-03 → 2021-04-21
    Credit Suisse Securities (Usa) Llc
    New York, NY
  • 2017-09-26 → 2018-05-21
    Morgan Stanley
    Chicago, IL
  • 2012-12-08 → 2017-06-05
    Morgan Stanley
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-07
  • S66 Uniform Combined State Law Examination
    2012-12-07
Other Names
  • Bryan Andres Scherer
  • Bryan Scherer

View on SEC IAPD

Nearby Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC

Nearby Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford

Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

More in Greenwood Village, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor