Adam P. Scherer
BLUEPRINT FINANCIAL ADVISORS
West Hartford, CT
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CRD#: 4808038
Professional summary
Adam Patrick Scherer, CFP® is a registered financial advisor currently at BLUEPRINT FINANCIAL ADVISORS located in West Hartford, Connecticut.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Adam has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 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.
Greenbeat Financial LLC, not investment-related, 18 Grennan Rd, West Hartford, CT 06107, Tax preparation, representation and planning, Owner/Director since 04/2021, 30 hours per month and 2 hours during securities trading hours, duties include preparing tax returns, coordinating estimated tax payments, and developing tax strategies. The Farm School, not investment related 501(c)3 non-profit organization, Education, community services, and farming, Treasurer since 12/2024, 5 hours per month and 0 during market hours, duties include budget creation and reconciliation and running the financial committee. Charter Oak Academy PTO Corp, not investment related 501(c)3 non-profit organization, Support of Charter Oak International Academy School in West Hartford CT, Treasurer since 08/2024, 3 hours per month and 0 during market hours, duties include budget creation and reconciliation. Boston Institute of Finance-Not Investment Related-181 Wells Ave, Ste 103, Newton, MA 02459, Financial Education, VP Product Development & Innovation and CFP Instructor since 4/20/2020, 160 hours per month 120 during securities trading hours, CFP education and exam preparation
CRS (Client Relationship Summary) - RIA
Click below to view Adam Patrick Scherer's 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®
CFP®
Start date: 2018
Experience
Current
September 9, 2024 - Present
BLUEPRINT FINANCIAL ADVISORS
RIA
CRD#: 315570
West Hartford, CT
Past
March 3, 2022 - December 31, 2023
BLUEPRINT FINANCIAL ADVISORS
RIA
CRD#: 315570
West Hartford, CT
Past
April 13, 2021 - May 3, 2022
GREENBEAT FINANCIAL LLC
RIA
CRD#: 313392
West Hartford, CT
Past
January 20, 2017 - November 15, 2017
WMGNA
RIA
CRD#: 125765
FARMINGTON, CT
Past
June 1, 2009 - June 22, 2009
MORGAN STANLEY
BD
CRD#: 149777
JERSEY CITY, NJ
Past
February 25, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
JERSEY CITY, NJ
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".
BF
BLUEPRINT FINANCIAL ADVISORS
ACE WEALTH MANAGEMENT PARTNERS | WARREN WEALTH MANAGEMENT | RIBBON FALLS WEALTH MANAGEMENT | REFINED RETIREMENT | NAVIGEN WEALTH MANAGEMENT | MILLER WEALTH PARTNERS | MIDTOWN FINANCIAL ADVISORS | KOMARA CAPITAL PARTNERS | HEMLOCK CREEK WEALTH MANAGEMENT | GREENBEAT FINANCIAL, LLC | GREENBEAT FINANCIAL | FULCRUM WEALTH ADVISORS | BLUEPRINT FINANCIAL ADVISORS LLC | BLUEPRINT FINANCIAL ADVISORS | BLUEGRASS INVESTMENT COMPANY | BLUEGRASS CAPITAL ADVISORS
CRD#: 315570 / SEC#: 801-121848
RIA
Registered Investment Advisory firm - (7/23/2021 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
Connecticut(9/9/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BF
BLUEPRINT FINANCIAL ADVISORS
ACE WEALTH MANAGEMENT PARTNERS | WARREN WEALTH MANAGEMENT | RIBBON FALLS WEALTH MANAGEMENT | REFINED RETIREMENT | NAVIGEN WEALTH MANAGEMENT | MILLER WEALTH PARTNERS | MIDTOWN FINANCIAL ADVISORS | KOMARA CAPITAL PARTNERS | HEMLOCK CREEK WEALTH MANAGEMENT | GREENBEAT FINANCIAL, LLC | GREENBEAT FINANCIAL | FULCRUM WEALTH ADVISORS | BLUEPRINT FINANCIAL ADVISORS LLC | BLUEPRINT FINANCIAL ADVISORS | BLUEGRASS INVESTMENT COMPANY | BLUEGRASS CAPITAL ADVISORS
CRD#: 315570 / SEC#: 801-121848
RIA
Registered Investment Advisory firm - (7/23/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204
Mailing Address
Phone number
(844) 200-2568
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,298 |
| AUM (Assets Under Management) | $ 201,503,941 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
