Robert Scherzer

37 Years of Experience

Santa Barbara, CA

1 DisclosureBrokerSells Insurance

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Robert Scherzer is a registered investment advisor, based in Santa Barbara, CA, with 37 years of industry experience.

Location

24 E. Cota Street, Suite 200, Santa Barbara, CA, 93101

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History

Regulatory History (1)

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Regulatory

October 2017

Final

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Other Business ActivitiesSells Insurance

Robert is a licensed independent insurance agent since 1988, focusing on group annuity business, and a member of Pensionmark Partners Insurance Services, dedicating minimal time to each. He also engages in general industry and retirement program consulting, business networking, and refers prospects to Bottom Line Concepts, while managing Ridge Retirement Consultants, LLC to handle business expenses and salaries, taking about 10-20% of his time.

Employment History

Current Registrations

World Investments, LLCBroker

October 2025 - Present · 7 mos

World Investment Advisors, LLC

June 2016 - Present · 9 yrs 11 mos

Previous Registrations

Pensionmark Securities, LLCBroker

October 2019 - October 2025 · 6 yrs

Ridge Retirement Consultants, LLC

February 2015 - December 2016 · 1 yr 10 mos

Raymond James Financial Services, INC.Broker

March 2014 - November 2015 · 1 yr 8 mos

Princor Financial Services CorporationBroker

October 1988 - April 2014 · 25 yrs 6 mos

State Registrations6 states

DEIAILNJNYTX

AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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