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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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DS

Dieter T. Scherer

ADAPTIVE WEALTH
Charleston, SC
Some features on this profile are disabled
CRD#: 6016202
DS

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/28/2012
Uniform Investment Adviser Law Examination

Current Firm

AW
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Charleston, SC
Mailing Address
Phone number
(202) 567-7870
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts16
AUM (Assets Under Management)$ 3,317,318

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

ADAPTIVE WEALTH, LLC

CRD#: 171045Charleston, SC

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