Fran Scharf
Fran Scharf is a registered investment advisor at Raymond James & Associates, INC., based in Westport, CT, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
285 Riverside Avenue, Suite 205, Westport, CT, 06880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Fran is writing a book on pickleball, dedicating about 10-20% of her time to this endeavor. She also manages a business and owns rental real estate properties, spending minimal time on these activities.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Advest, INC.Broker
John G. Kinnard and Company, IncorporatedBroker
John G. Kinnard and Company, IncorporatedBroker
John G. Kinnard and Company, IncorporatedBroker
Iri Securities CorporationBroker
Miller & Schroeder Financial, INC.Broker
First Investors CorporationBroker
State Registrations1 state
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