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150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-25 |
Branch Locations
1950 Butler Pike #233 Conshohocken Pa. 19428, Conshohocken, PA 19428 • United States
150 South Warner Road Suite 300, King Of Prussia, PA 19406 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scherzer Financial Inc. | Conshohocken | PA | 01/2004 | Present |
| Independence Square Holdings, Llc | Conshohocken | PA | 11/2024 | Present |
Scherzer Financial Inc. - Investment Related? Yes - 1950 Butler Pike #233 Conshohocken PA. 19428 - Insurance Sales - President/Owner/ Operator - 160 hrs. per month, all during trading hours. Adam is the sole owner of Scherzer Financial Inc. which offers investment advisory services and different types of life, long-term care, and disability insurance. Shadow Legacy Media Properties LLC - Investment Related? No - 1950 Butler Pike #233 Conshohocken PA. 19428 - Co-owner/Writer- 0 hrs. per month, None during trading hours. Adam is a Co-owner and writer of/for this LLC. The LLC was established to write scripts/IP for television series. Real Estate Rental Properties - Investment Related? No - 1950 Butler Pike #233 Conshohocken PA. 19428 - Passive Co-owner - 0 hrs. per month, None during trading hours. Adam is a Passive Co-owner of multiple rental properties. Adam is not involved in day-to-day operations. Scherzer Financial - DBA for Scherzer Financial Inc. - Investment Related? Yes - 1950 Butler Pike #233 Conshohocken PA. 19428 - Investment Advisory and Insurance services - President/Owner/ Operator - 160 hrs. per month, all during trading hours. Adam is the sole owner of Scherzer Financial Inc. which offers investment advisory services and different types of life, long-term care, and disability insurance. Independence Square Advisors - DBA for Independence Square Holdings, LLC - Investment Related? Yes - 1950 Butler Pike #233 Conshohocken PA. 19428 - Investment Advisory and Insurance services - Investment Advisor Representative - 160 hrs. per month, all during trading hours. Adam is the sole owner of Scherzer Financial Inc. which offers investment advisory services and different types of life, long-term care, and disability insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-30 |
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