CRD: 317435
Scherer Financial Advisory Services, LLC
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- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-06-2021
- Office Locations
- 1
Office Locations
About Scherer Financial Advisory Services, LLC
Scherer Financial Advisory Services is a Dallas-based, Raymond James–affiliated advisory firm providing personalized financial planning and pragmatic wealth management. The team works with business owners, families and retirees to align investment plans and portfolios to goals, time horizon and risk tolerance, with ongoing guidance and support.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
IAN MICHAEL O'SHEA
Chief Compliance Officer, Financial Advisor, Managing Member, WEALTH MANAGER
- CRD
- #5799698
- Ownership
- 75% or more
Scott Stephen Scherer
Branch Manager, Managing Member, WEALTH MANAGER
- CRD
- #2561530
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Howard William Montfort Jr
--
- CRD
- #826329
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,087,759 | $893,206 |
| Non-Discretionary | $25,258,969 | $870,999 |
| Total | $158,346,728 | $889,588 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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