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JS

Joseph M. Scheerer

WEILD & CO.
NEW YORK, NY 10168
Some features on this profile are disabled
CRD#: 2777389
JS

Professional summary

Joseph Michael Scheerer, who also goes by Joe Scheerer, Joseph M Scheerer, Joseph Scheerer, is a registered financial professional currently at WEILD & CO. located in New York, New York.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 1999. Joseph has worked at 10 firms and has passed the Series 63, Series 79TO, Series 82TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Joe Scheerer | Joseph M Scheerer | Joseph Scheerer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Joseph Michael Scheerer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 9, 2015 - Present

WEILD & CO.

Office #1: 122 East 42nd Street Suite 2120, New York, NY 10168
BD
CRD#: 132398
NEW YORK, NY
Past

December 13, 2018 - June 12, 2019

SGMA CAPITAL MARKETS LIMITED

BD
CRD#: 135327
New York, NY
Past

April 23, 2013 - October 30, 2015

BROOKS, HOUGHTON SECURITIES, INC.

BD
CRD#: 27514
NEW YORK, NY
Past

March 25, 2009 - May 29, 2012

GALLAGHER SECURITIES, INC

BD
CRD#: 116605
NEW YORK, NY
Past

September 25, 2006 - February 3, 2009

BENFIELD ADVISORY INC.

BD
CRD#: 42108
NEW YORK, NY
Past

April 13, 2005 - October 2, 2006

U.S. RE SECURITIES, LLC

BD
CRD#: 132812
NEW YORK, NY
Past

October 28, 2003 - December 31, 2005

TERRANOVA CAPITAL EQUITIES, INC

BD
CRD#: 45097
NEW YORK, NY
Past

September 12, 2003 - November 3, 2003

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
BOCA RATON, FL
Past

April 6, 2001 - October 29, 2001

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

May 21, 1999 - March 20, 2000

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(2/17/2016)
RR
New York
(11/9/2015)

Exams

State Security Law Exam
RR
Series 63
Date: 6/16/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/20/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/24/2005
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

W&
WEILD & CO.
CMA PARTNERS, LLC | WEILD CAPITAL, LLC | WEILD & CO., LLC | WEILD & CO. | THE NATIONAL RESEARCH STANDARD, INC. | THE NATIONAL RESEARCH STANDARD | THE NATIONAL RESEARCH EXCHANGE | ISSUWORKS CAPITAL, LLC

CRD#: 132398 / SEC#: , 8-66593

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
777 29th Street Suite 402, Boulder, CO 80303
Mailing Address
777 29th Street Suite 402, Boulder, CO 80303
Phone number
(303) 223-9621
Established
New York since 10/22/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WEILD & CO., INC.SOLE MEMBER
ONESTO, RICHARD ERNESTFINOP2453096
WEILD, DAVID IVMEMBER, CHAIRMAN AND CEO1336395
WEILD, DAVID IVCHIEF COMPLIANCE OFFICER, AML PRINCIPAL1336395

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEILD & CO.

CRD#: 132398New York, NY 10168

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