Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Scherer is an investment advisor representative with Morgan Stanley. Bryan has over 9 years of experience in the financial services industry. Bryan holds Series 66, SIE, Series 79, and Series 7 licenses. Bryan has been registered with Morgan Stanley since 2012. Previously, Bryan was employed by Credit Suisse Securities (USA) LLC. Bryan specializes in financial planning, portfolio management, and asset allocation advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
04/05/2021 - Present
Morgan Stanley (Chicago IL)
NY
07/30/2018 - 04/21/2021
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
IL
09/26/2017 - 05/21/2018
MORGAN STANLEY (CHICAGO IL)
IL
10/11/2012 - 06/05/2017
MORGAN STANLEY (CHICAGO IL)
BOTH
Issued 12/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bryan Scherer is the right advisor for you? Invested Better is here to help.
