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Robert Scherer

44 Years of Experience
Potomac, MD
Broker

Robert Scherer is a registered investment advisor at Morgan Stanley, based in Potomac, MD, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

12505 Park Potomac Avenue, Suite 200, Potomac, MD, 20854

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert provides personal loans as a lender since March 2019 and November 2019. He is also a board of trustees/finance committee member for Frenchman's Creek Beach and Country Club since June 2019 and an investment committee member for Washington Hebrew Congregation since October 2016, dedicating minimal time to the latter.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
January 1994 - June 2009 · 15 yrs 5 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
April 1988 - July 1993 · 5 yrs 3 mos
E. F. Hutton & Company INCBroker
March 1983 - April 1988 · 5 yrs 1 mo
Smith Barney, Harris Upham & CO., IncorporatedBroker
May 1982 - March 1983 · 10 mos
Elkins & CO.Broker
November 1981 - April 1982 · 5 mos
State Registrations39 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robert Scherer - Financial Advisor | TrueAdvisor