Mark E. Scher

MASECO PRIVATE WEALTH

LONDON, WC2R 0HS

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CRD#: 4480443

Professional summary

Mark E Scher is a registered financial advisor currently at MASECO PRIVATE WEALTH and MASECO ASIA LIMITED .

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Mark has worked at 9 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Mr Scher is a Director of MASECO Asia Limited (a separate and independent entity from MASECO Private Wealth), Unit 2111, 21/F, New World Tower, 16-18 Queen's Road Central, Hong Kong since Feb 2016. Mr Scher will spend approximately 30-35 hours a week on this business during trading hours, providing investment-related advice. Mr Scher is also a wealth manager/investment advisor for MASECO Private Wealth in London, UK since Mar 2010 and provides investment-related advice as part of this role. Mr Scher will spend approximately 15-20 hours during trading hours on MASECO Private Wealth business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark E Scher'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

January 16, 2013 - Present

MASECO PRIVATE WEALTH

Office #1: Burleigh House 357 Strand, London, WC2R 0HSOffice #2: 33/f United Centre 95 Queensway Road, Hong Kong

RIA

CRD#: 147686

LONDON,

Current

March 8, 2024 - Present

MASECO ASIA LIMITED

Office #1: Unit 2111 21/f, New World Tower 16-18 Queen's Road Central, Hong Kong, 00000

RIA

CRD#: 310966

Hong Kong,

Past

April 28, 2011 - December 18, 2012

MASECO PRIVATE WEALTH

RIA

CRD#: 147686

LONDON,

Past

April 30, 2010 - May 4, 2016

VISION BROKERAGE SERVICES, LLC

CRD#: 47927

STAMFORD, CT

Past

August 13, 2009 - March 8, 2010

LEONARD & COMPANY

CRD#: 36527

TROY, MI

Past

May 19, 2009 - August 11, 2009

SIGMA FINANCIAL CORPORATION

CRD#: 14303

BINGHAM FARMS, MI

Past

May 9, 2003 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

TROY, MI

Past

May 9, 2003 - February 9, 2009

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

TROY, MI

Past

April 21, 2003 - May 9, 2003

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

January 1, 2002 - March 19, 2003

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MASECO PRIVATE WEALTH

MASECO FINANCIAL | MASECO PRIVATE WEALTH | MASECO LLP | MASECO INSTITUTIONAL

CRD#: 147686 / SEC#: 801-69385

RIA

Registered Investment Advisory firm - (8/18/2008 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/16/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/26/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/29/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/4/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/21/2001

General Securities Representative Examination

Current Firm

MASECO PRIVATE WEALTH

MASECO FINANCIAL | MASECO PRIVATE WEALTH | MASECO LLP | MASECO INSTITUTIONAL

CRD#: 147686 / SEC#: 801-69385

RIA

Registered Investment Advisory firm - (8/18/2008 Approved)

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Contact information

Main Address

The Kodak 11 Keeley Street, London, WC2B 4BA

Mailing Address

Phone number

+44 20 7043 0455

Established

Firm type

Fiscal year end

# of Employees

125

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A ADV BROCHURE JULY 2025 (7/22/2025)

Regulatory assets under management

Total Number of Accounts	4,554
AUM (Assets Under Management)	$ 3,829,868,260

Red Flags

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

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Firm Stability Insights

Mark E. Scher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark E Scher's CRS (Customer Relationship Summary).

Certified licenses

Experience

MASECO ASIA LIMITED

MASECO PRIVATE WEALTH

VISION BROKERAGE SERVICES, LLC

LEONARD & COMPANY

SIGMA FINANCIAL CORPORATION

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

A. G. EDWARDS & SONS, INC.

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

MASECO PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 4/26/2011

Series 66

Date: 12/29/2001

SIE

Date: 5/4/2016

Series 7

Date: 12/21/2001

Current Firm

MASECO PRIVATE WEALTH

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MASECO PRIVATE WEALTH

TRUST BUT VERIFY

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