Robert Scherzer
Robert Scherzer is a registered investment advisor, based in New York City, NY, with 37 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1700 Broadway 7th Floor, New York City, NY, 10019
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Regulatory History (1)
Regulatory
October 2017Other 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
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Ridge Retirement Consultants, LLC
Raymond James Financial Services, INC.Broker
Princor Financial Services CorporationBroker
State Registrations6 states
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
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