Juan Scheele

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-08-05

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Plantation	FL	09/2024	Present
Northwestern Mutual	Fort Lauderdale	FL	05/2023	11/2023
Guidant Management Group	Plantation	FL	05/2022	01/2023
Newmil Marine	Fort Lauderdale	FL	05/2021	08/2021
University Of Central Florida	Orlando	FL	08/2020	05/2024
Nova High School	Davie	FL	08/2016	06/2020
Extended Travel	Plantation	FL	06/2024	08/2024
Bank Of America, N.A.	Plantation	FL	07/2026	Present

09/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Plantation, FL
05/2023 → 11/2023

Northwestern Mutual

Fort Lauderdale, FL
05/2022 → 01/2023

Guidant Management Group

Plantation, FL
05/2021 → 08/2021

Newmil Marine

Fort Lauderdale, FL
08/2020 → 05/2024

University Of Central Florida

Orlando, FL
08/2016 → 06/2020

Nova High School

Davie, FL
06/2024 → 08/2024

Extended Travel

Plantation, FL
07/2026 → Present

Bank Of America, N.A.

Plantation, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-02

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