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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Scherer Financial Advisory Services, LLC financial advisors in Dallas, TX

Every SEC-registered investment adviser representative at a Scherer Financial Advisory Services, LLC office in Dallas, A to Z.

The short answer

3 registered advisors work at Scherer Financial Advisory Services, LLC in Dallas, out of 3 at the firm nationwide; it ranks number 172 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Scherer Financial Advisory Services, LLC advisors in Dallas, A to Z

Every Scherer Financial Advisory Services, LLC advisor →

Scherer Financial Advisory Services, LLC advisors in every city and state →Scherer Financial Advisory Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Dallas

All Dallas advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 239Morgan Stanley 225J.P. Morgan Securities LLC 213UBS Financial Services Inc. 137Strategic Advisers LLC 104Goldman Sachs Wealth Services, L.P. 95Cetera Investment Advisers LLC 89Rockefeller Financial LLC 87Wells Fargo Clearing Services, LLC 83LPL Financial LLC 76Hilltop Securities Inc. 70Momentum Independent Network Inc. 65

Questions

How many financial advisors does Scherer Financial Advisory Services, LLC have in Dallas?

3 investment adviser representatives are registered at Scherer Financial Advisory Services, LLC offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Scherer Financial Advisory Services, LLC one of the largest advisor employers in Dallas?

Scherer Financial Advisory Services, LLC ranks number 172 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 239.

How do I check a Scherer Financial Advisory Services, LLC advisor in Dallas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Scherer Financial Advisory Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.