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Stephanie M Scherr

SM Scherr Financial LLC

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About Stephanie M Scherr

Stephanie Scherr is a financial advisor in Houston, Texas. She is registered as an Investment Advisor Representative with SM Scherr Financial LLC. Stephanie has been in the financial industry since 1986. Prior to starting SM Scherr Financial LLC, Stephanie was a financial advisor with ProEquities, Inc. and Sun Investment Services Company. Stephanie has a CFP designation. Stephanie provides financial planning services including estate, retirement, and investment planning. She also provides life and long-term care insurance sales.

Firm Information

Stephanie Scherr is currently registered with SM Scherr Financial LLC. SM Scherr Financial LLC is an investment advisor with a focus on financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm manages assets for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.

$102.43M

Assets Under Management

Not reported

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Stephanie Scherr’s Registration & Firm History

TX

08/16/2016 - Present

SM Scherr Financial LLC (HOUSTON TX)

TX

09/02/1997 - 12/31/2018

PROEQUITIES, INC. (HOUSTON TX)

MA

07/07/1995 - 09/03/1997

SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)

PA

09/26/1986 - 07/17/1995

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 09/26/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephanie M Scherr.
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