Dieter T. Scherer

ADAPTIVE WEALTH

Charleston, SC

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CRD#: 6016202

Professional summary

Dieter Thomas Scherer JR., CFP® is a registered financial advisor currently at ADAPTIVE WEALTH, LLC located in Charleston, South Carolina.

Dieter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Dieter has worked at 2 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dieter Thomas Scherer JR.'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^®

Certified Financial Planner

Start date: 2015

Experience

Current

September 3, 2014 - Present

ADAPTIVE WEALTH, LLC

RIA

CRD#: 171045

Charleston, SC

Past

March 29, 2012 - November 26, 2013

TRITON WEALTH MANAGEMENT

RIA

CRD#: 132601

CHESTER, MD

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

Maryland
(1/30/2024)

IAR

South Carolina
(1/26/2024)

IAR

Texas
(3/14/2017)

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: 3/28/2012

Uniform Investment Adviser Law Examination

Current Firm

ADAPTIVE WEALTH, LLC

ADAPTIVE WEALTH SOLUTIONS, LLC | ADAPTIVE WEALTH, LLC

CRD#: 171045 / SEC#:

Maryland

Registered Investment Advisory firm - (9/3/2014 Approved)

South Carolina

Registered Investment Advisory firm - (1/26/2024 Approved)

Texas

Registered Investment Advisory firm - (3/14/2017 Approved)

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Contact information

Main Address

Charleston, SC

Mailing Address

Phone number

(202) 567-7870

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 3,317,318

Red Flags

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

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Dieter T. Scherer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dieter Thomas Scherer JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

ADAPTIVE WEALTH, LLC

TRITON WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/28/2012

Current Firm

ADAPTIVE WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADAPTIVE WEALTH, LLC

TRUST BUT VERIFY

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