Scott Stephen Scherer

Employer firm

Scherer Financial Advisory Services, LLC CRD 317435

$158M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1995 → 03/2022
  Raymond James Financial Services, Inc.
  Dallas, TX
• 09/2005 → 11/2021
  Scherer & Gabelmann, Llc
  Dallas, TX
• 01/2009 → 03/2022
  Raymond James Financial Services Advisors, Inc
  Dallas, TX
• 10/2019 → 12/2021
  1200 Stone Lane Drive, Celina, Tx 75009
  Celina, TX
• 10/1995 → Present
  Scott S Scherer Cpa, Llc
  Dallas, TX
• 10/1995 → 03/2022
  Raymond James Financial Services, Inc.
  Dallas, TX
• 11/2021 → Present
  Scherer Financial Advisory Services, Llc
  Dallas, TX

Previous Registrations

• 2009-01-02 → 2022-04-06
  Raymond James Financial Services Advisors, Inc
  Dallas, TX
• 1996-01-10 → 2009-01-02
  Raymond James Financial Services, Inc.
  Dallas, TX

Other Businesses

1) Scherer Financial Advisory Services, LLC Address: 1Dallas, TX Nature of the Business: Non-variable Insurance Position/Title: Agent Investment Related:Yes Start Date: 01/30/2006 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Sale of life insurance, fixed annuites, LTD and LTC. 2) Scott S Scherer CPA, LLC Address: Dallas, TX Nature of the Business: Accounting/CPA Position/Title: Proprietor/Owner Investment Related: No Start Date: 09/06/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Tax Preparation and Consulting. I am a CPA and I do tax returns for my investment clients. I do sell LTC, life insurance and fixed annuities.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-11-03

Designations

• Certified Financial Planner