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SCHERER FINANCIAL ADVISORY SERVICES, LLC

DALLAS, TX · CRD 317435 · IAPD ↗ · schererfinancial.net · 972-267-9655

$158.3MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2026 — SCHERER FINANCIAL ADVISORY SERVICES, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
February 2025 — SCHERER FINANCIAL ADVISORY SERVICES, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — SCHERER FINANCIAL ADVISORY SERVICES, LLC notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.