SCHERER FINANCIAL ADVISORY SERVICES, LLC
CRD #317435 SEC #801-122809 DALLAS, TX 972-267-9655
SEC Registered
Total AUM
$138.8M
Discretionary
$116.3M
Employees
6
Clients
0
Accounts
163
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHERER, SCOTT, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHERER, SCOTT, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHERER, SCOTT, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHERER, SCOTT, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHERER, SCOTT, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHERER, SCOTT, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHERER, SCOTT, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHERER, SCOTT, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHERER, SCOTT, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHERER, SCOTT, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHERER, SCOTT, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHERER, SCOTT, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHERER, SCOTT, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHERER, SCOTT, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SCHERER, SCOTT, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| O'SHEA, IAN, MICHAEL | I | OWNER | C | Control |
| O'SHEA, IAN, MICHAEL | I | OWNER | C | Control |
| O'SHEA, IAN, MICHAEL | I | MEMBER | C | Control |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (6)
LA MA MO OK TX VA
Address
16250 KNOLL TRAIL DRIVESUITE 207
DALLAS, TX 75248
United States
Phone: 972-267-9655