Stephen Scherrey is a registered investment advisor at Wells Fargo Advisors, based in Longview, TX, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2103 Judson Rd Suite B, Longview, TX, 75605
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a board member of the Centennial Valley Neighborhood Association, dedicating minimal time. He also owns 100% of Scherrey Wealth Management, LLC, spending minimal time on it.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations17 states
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