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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Proequities, Inc. 18 years, 5 months Sep 1997 - Present
Stephanie M Scherr 19 years, 11 months Mar 1996 - Present
Connecticut General Life Insurance Co. 29 years, 6 months Aug 1986 - Present
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Stephanie M Scherr?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Stephanie Scherr

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 8, 2012
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Investment Advisors

Last updated on Dec. 18, 2015
    • $2.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 17K
      Accounts
    • $149.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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