WS
Whitney A. Scherr
INVESCO DISTRIBUTORS
Dallas, TX 75201
Some features on this profile are disabled
CRD#: 5854391
WS
Professional summary
Whitney Anne Scherr, who also goes by Whitney A Scherr, is a registered financial professional currently at INVESCO DISTRIBUTORS, INC. located in Dallas, Texas.
Whitney is registered as a RR (Registered Representative) and started their career in finance in 2010. Whitney has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Whitney A Scherr
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.
CRS (Client Relationship Summary) - BD
Click below to view Whitney Anne Scherr'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®
NoneExperience
Current
August 5, 2025 - Present
INVESCO DISTRIBUTORS, INC.
Office #1: 2300 N. Field St. Suite 1200, Dallas, TX 75201BD
CRD#: 7369
Dallas, TX
Past
September 26, 2013 - July 17, 2025
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
BD
CRD#: 18353
NEWARK, NJ
Past
January 4, 2011 - May 22, 2012
EDWARD JONES
RIA
CRD#: 250
SAN ANTONIO, TX
Past
December 21, 2010 - May 22, 2012
EDWARD JONES
BD
CRD#: 250
SAN ANTONIO, TX
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
Alabama(8/5/2025)
RR
Alaska(8/5/2025)
RR
Arizona(8/5/2025)
RR
Arkansas(8/5/2025)
RR
California(8/5/2025)
RR
Colorado(8/5/2025)
RR
Connecticut(8/5/2025)
RR
Delaware(8/5/2025)
RR
District of Columbia(8/5/2025)
RR
Florida(8/5/2025)
RR
Georgia(8/5/2025)
RR
Hawaii(8/5/2025)
RR
Idaho(8/5/2025)
RR
Illinois(8/5/2025)
RR
Indiana(8/5/2025)
RR
Iowa(8/5/2025)
RR
Kansas(8/5/2025)
RR
Kentucky(8/5/2025)
RR
Louisiana(8/5/2025)
RR
Maine(8/5/2025)
RR
Maryland(8/5/2025)
RR
Massachusetts(8/5/2025)
RR
Michigan(8/5/2025)
RR
Minnesota(8/5/2025)
RR
Mississippi(8/5/2025)
RR
Missouri(8/5/2025)
RR
Montana(8/5/2025)
RR
Nebraska(8/5/2025)
RR
Nevada(8/5/2025)
RR
New Hampshire(8/5/2025)
RR
New Jersey(8/5/2025)
RR
New Mexico(8/5/2025)
RR
New York(8/5/2025)
RR
North Carolina(8/5/2025)
RR
North Dakota(8/5/2025)
RR
Ohio(8/5/2025)
RR
Oklahoma(8/5/2025)
RR
Oregon(8/5/2025)
RR
Pennsylvania(8/5/2025)
RR
Puerto Rico(8/5/2025)
RR
Rhode Island(8/5/2025)
RR
South Carolina(8/5/2025)
RR
South Dakota(8/5/2025)
RR
Tennessee(8/5/2025)
RR
Texas(8/5/2025)
RR
Utah(8/5/2025)
RR
Vermont(8/5/2025)
RR
Virgin Islands(8/5/2025)
RR
Virginia(8/5/2025)
RR
Washington(8/5/2025)
RR
West Virginia(8/5/2025)
RR
Wisconsin(8/5/2025)
RR
Wyoming(8/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ID
INVESCO DISTRIBUTORS, INC.
A I M DISTRIBUTORS, INC. | INVESCO DISTRIBUTORS, INC. | INVESCO AIM DISTRIBUTORS, INC. (EFFECTIVE 03/31/08) | INVESCO AIM DISTRIBUTORS, INC. | A.I.M. DISTRIBUTORS, INC. | A I M DISTRIBUTORS, INC.
CRD#: 7369 / SEC#: , 8-21323
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information
Main Address
11 Greenway Plaza Suite 1000, Houston, TX 77046-1173
Mailing Address
11 Greenway Plaza Suite 1000, Houston, TX 77046-1173
Phone number
(713) 214-1919
Established
Delaware since 11/18/1976
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INVESCO ADVISERS, INC. | DIRECT OWNER | |
| GREGSON, MARK WILLIAM | CHIEF FINANCIAL OFFICER/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATING OFFICER/FINOP | 2630230 |
| HANCOCK, TRISHA BELL | CHIEF COMPLIANCE OFFICER | 4373744 |
| HARRIS, JERRY CLINTON II | DIRECTOR | 3275064 |
| KRAMER, BRIAN KEITH | DIRECTOR | 4132102 |
| MCDONOUGH, JOHN CARLIN | PRESIDENT/CEO/DIRECTOR | 2363299 |
| WISDOM, CRISSIE MCMENNAMY | ANTI-MONEY LAUNDERING COMPLIANCE OFFICER | 2793857 |
Disclosures
| Regulatory Event | 3 |
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
INVESCO DISTRIBUTORS, INC.
CRD#: 7369Dallas, TX 75201TRUST BUT VERIFY
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