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Robert Scherer

Morgan Stanley & Co. LLC

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About Robert Scherer

Robert Scherer is a financial professional with over 20 years of experience in the industry. Robert is currently registered with Morgan Stanley & Co. LLC and has held prior registrations with Citigroup Global Markets Inc.. Robert holds multiple securities licenses including Series 7, 25, 55, 63, and SIE. Robert is licensed to offer securities in Connecticut and New York.

Firm Information

Robert Scherer is currently registered with Morgan Stanley & Co. LLC. Morgan Stanley & Co. LLC is a Limited Liability Company formed on December 3, 1969. It is registered in 53 states and has one approved SEC registration. The firm has been involved in 471 Regulatory Events, 5 Civil Events, and 54 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

462

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.

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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Robert Scherer’s Registration & Firm History

NY

06/19/2020 - Present

Morgan Stanley & Co. LLC (New York NY)

NY

10/25/2000 - 06/26/2014

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/14/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/19/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/18/2020

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2003

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/16/2002

Series 7 - General Securities Representative Examination

BC

Issued 02/13/2001

Series 25 - NYSE Trading Assistant Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

MIAX Sapphire

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Robert Scherer. Review regulatory record here.
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