SCHERER FINANCIAL ADVISORY SERVICES, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 317435). Regulatory assets under management: $158.3M.
Compensation: % of AUM, Hourly, Commissions.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Scott Stephen Scherer | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & WEALTH MANAGER | — |
| Ian Michael O'Shea | MEMBER; OWNER; WEALTH MANAGER, MANAGING MEMBER, & CHIEF COMPLIANCE OFFICER | — |
| O'SHEA THOMAS MICHAEL | OWNER | — |
| SCHERER SCOTT STEPHEN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |