Ryan Scherer, financial advisor San Diego CA

Ryan Scherer

CRD Number: 6232230
Current Firm: Cetera Investment Advisers LLC

Ryan Scherer (CRD# 6232230) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Diego, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Apr 2018 - Current 5
Cetera Advisors LLC St Cloud, MN Apr 2018 - Current 5
Cetera Financial Specialists LLC Schaumburg, IL Apr 2018 - Current 5
Cetera Investment Services LLC St Cloud, MN Apr 2018 - Current 5
Summit Brokerage Services, Inc. Boca Raton, FL Apr 2018 - Current 5
First Allied Securities, Inc. San Diego, CA Apr 2018 - Sep 2022 4
Scottrade, Inc. Rancho Bernardo, CA Nov 2016 - Mar 2018 1
Wells Fargo Advisors, LLC St Louis, MO Jun 2014 - Oct 2016 2
Wells Fargo Advisors St. Louis, MO May 2013 - Jun 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Ryan Scherer
Phone Number: 888-528-2987
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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