PATRICK VINCENT SCHERER is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with COMPOUND PLANNING, INC..
| Firm | From | To | Current |
|---|---|---|---|
| COMPOUND PLANNING, INC. | 2025-02-14 | present | Yes |
| CW ADVISORS, LLC | 2021-04-19 | 2025-02-14 | — |
| PINNACLE ADVISORY GROUP, INC. | 2020-05-14 | 2021-05-17 | — |