Robert Scherzer
Robert Scherzer is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Morganville, NJ, with 42 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
500 Campus Dr Suite 302, Morganville, NJ, 07751
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2023Customer Dispute
August 2012Customer Dispute
April 2001Other Business Activities
Robert has 50% ownership in Knight's Pledge Wealth Management and 100% ownership in Scherzer Wealth Management LLC, dedicating full-time hours to each. He also serves as executor of the Estate of Fabian Schor, spending minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
State Registrations20 states
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