Dieter Scherer, financial advisor Charleston SC

Dieter Scherer

CRD Number: 6016202
Current Firm: Adaptive Wealth, LLC

Dieter Scherer (CRD# 6016202) is an Investment Advisor Representative working at Adaptive Wealth, LLC in Charleston, SC and has over 12 years of experience in the finance industry. Dieter Scherer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Adaptive Wealth Solutions Chester, MD Nov 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Dieter T. Scherer
Phone Number: 202-567-7870
Registered State(s):
  • TX
Current Firm Details
Adaptive Wealth, LLC
Firm's CRD Number: 171045
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $203,645
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MD, SC, TX

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