William Scherr
William Scherr is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Chicago, IL, with 35 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
One North Wacker, Suite 3400, Chicago, IL, 60606
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Regulatory History (1)
Customer Dispute
September 1996Other Business Activities
William is the President of Project Torch, a non-profit organization, and President and Director of the Frank and Jan Scherr Family Foundation, where he helps host a charity golf tournament. He is also a 1/3 partner in YBS, a partnership to invest in Audax.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Barclays Capital INC.Broker
Barclays Capital INC.
Goldman, Sachs & CO.Broker
State Registrations53 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.