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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Scherer is a financial advisor with over 40 years of experience in the financial services industry. Robert has been with Morgan Stanley since 2009 and previously worked with Citigroup Global Markets Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc and Smith Barney, Harris Upham & Co., Incorporated. Robert holds Series 3, 7, and 63 licenses, and has passed the Series 65 and SIE exams. Robert Scherer specializes in providing investment advisory and financial planning services. Robert has been registered with the SEC since 2009. Robert is registered to provide financial advice in 46 states.
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
MD
06/11/2014 - Present
Morgan Stanley (POTOMAC MD)
MD
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (POTOMAC MD)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/03/1983 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
05/07/1982 - 03/11/1983
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
11/17/1981 - 04/13/1982
ELKINS & CO.
IA
Issued 05/29/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1983
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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