Andrew SchererCRD Number: 1949939
Current Firm: Russell Investments
Andrew Scherer (CRD# 1949939) is an Investment Advisor Representative working at Russell Investments in Chicago, IL and has over 19 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
|Russell Financial Services||Seattle, WA||Mar 2013 - Current||5|
|Russell Implementation Services Inc. Part Of Russell Investments||Seattle, WA||Jun 2016 - Aug 2016||< 1|
|Unemployment||Glen Ellyn, IL||Aug 2012 - Mar 2013||< 1|
|Invesco Distributors, Inc.||Houston, TX||Jun 2010 - Aug 2012||2|
|Invesco Advisors, Inc.||Atlanta, GA||Jun 2010 - Aug 2012||2|
|Van Kampen Funds Inc.||Oakbrook Terrace, IL||Oct 1993 - Jun 2010||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management50,533MILLIONS
Total Number of Accounts37,256ACCOUNTS
Average Account Value$1,356,379
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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