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Daniel Ryan Scherer

Root Financial Partners

Austin, TX

San Diego, CA

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Current Employers
Root Financial Partners

801 Barton Springs Rd, Austin, TX 78704 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-05
CA RA APPROVED 2025-06-18
  • TX RA
    APPROVED
    Since 2026-01-05
  • CA RA
    APPROVED
    Since 2025-06-18

Branch Locations

801 Barton Springs Rd, Austin, TX 78704 • United States

San Diego, CA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 07/2014 07/2017
Cequell Iii St Louis MO 08/2017 08/2020
Cisco Systems San Jose CA 08/2020 05/2025
Root Financial Partners Encinitas CA 05/2025 Present
  • 07/2014 → 07/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Palo Alto, CA
  • 08/2017 → 08/2020
    Cequell Iii
    St Louis, MO
  • 08/2020 → 05/2025
    Cisco Systems
    San Jose, CA
  • 05/2025 → Present
    Root Financial Partners
    Encinitas, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-09-15
  • S63 Uniform Securities Agent State Law Examination
    2014-09-15
Designations

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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