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Michael Scott Scherer

Equitycompass Investment Management, LLC

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About Michael Scott Scherer

Michael Scott Scherer is an investment advisor representative with Equitycompass Investment Management, LLC. Michael has been in the industry for over 20 years, and has experience with both investment advisory and brokerage services. Michael’s prior experience includes roles at Stifel, Nicolaus & Company, Incorporated and Legg Mason Wood Walker, Incorporated. Michael has a Series 7, Series 86, Series 87 and a Series 65 license. Michael specializes in portfolio management for individuals, businesses and investment companies.

Firm Information

Michael Scherer is currently registered with Equitycompass Investment Management, LLC. Equitycompass Investment Management, LLC is a Baltimore, MD-based investment advisory firm with approximately $179 million in regulatory assets under management. The firm provides portfolio management services to individuals, investment companies, and businesses. Equitycompass also participates in wrap fee programs.
Equitycompass Investment Management, LLC

ONE SOUTH STREET

BALTIMORE, MD 21202

$179.47M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Scherer’s Registration & Firm History

MD

01/22/2010 - Present

Equitycompass Investment Management, LLC (BALTIMORE MD)

MD

12/01/2005 - 07/17/2008

STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)

MD

04/04/2001 - 12/01/2005

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

IA

Issued 07/30/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 02/25/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 04/03/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Scott Scherer.
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