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Stephanie M Scherr

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Additional Firm:
Stephanie M Scherr
Sole Proprietor
Type: Registered Representative

Stephanie Scherr is a financial professional at Investment Advisors, a broker-dealer with over 1,500 registered representatives nationwide. Stephanie has held an industry securities registration for 28 years and is subject to FINRA oversight.

Funds Used With Clients

No advisor funds listed.

Advisor Timeline

No timeline events available.
Proequities, Inc. 18 years, 1 month Sep 1997 - Present
Stephanie M Scherr 19 years, 7 months Mar 1996 - Present
Connecticut General Life Insurance Co. 29 years, 2 months Aug 1986 - Present
ExamSeriesPassed Date
Uniform Securities Agent State Law ExaminationSeries 63 09/26/1986
General Securities Representative ExaminationSeries 7 09/20/1986

Answers and Articles

0 Answers and 0 Financial Articles

Top Answers

Stephanie M Scherr has not answered any questions on Financial Q&A.

Top Articles

Stephanie M Scherr has not contributed any Financial Articles.
*Answers and articles are provided without compensation.

Firm Client Types

High Net Worth Individuals
Pension and Profit Sharing Plans
Charitable Organizations
Corporations or Other Businesses

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Licenses and Conduct

License Status

No Disclosures Found

As of Date
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Firm Compensation Arrangements

Types of Compensation Arrangements

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