Jeremy M. Scher

DEL-SETTE CAPITAL MANAGEMENT

Schenectady, NY

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CRD#: 7063538

Professional summary

Jeremy Marc Scher, who also goes by Jeremy Scher, is a registered financial advisor currently at DEL-SETTE CAPITAL MANAGEMENT, LLC located in Schenectady, New York.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jeremy has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeremy Scher

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.

1) Delmar-Bethlehem EMS; Not investment-related; 114 Adams Street, , Bethlehem, NY. 12054; Volunteer-led community ambulance nonprofit; Emergency Medical Technician & Field Training Officer; 06/2016; 24 hours per month; 0 during trading hours; Emergency Medical Technician and Field Training Officer for new EMTs. 2) Licensed insurance agent; Not investment-related; 1332 Union Street;, Schenectady, NY, 12308; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Marc 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

November 3, 2025 - Present

DEL-SETTE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 159052

Schenectady, NY

Past

January 4, 2021 - May 20, 2025

GOLDMAN SACHS & CO. LLC

CRD#: 361

COHOES, NY

Past

September 9, 2019 - January 4, 2021

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

COHOES, NY

Past

April 9, 2019 - May 20, 2025

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

COHOES, 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".

DEL-SETTE CAPITAL MANAGEMENT, LLC

CRD#: 159052 / SEC#: 801-79849

RIA

Registered Investment Advisory firm - (6/5/2014 Approved)

New York

Registered Investment Advisory firm - (6/12/2014 Terminated)

Texas

Registered Investment Advisory firm - (6/12/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New York
(11/3/2025)

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

Series 63

Date: 10/7/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/9/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/9/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/16/2019

Securities Industry Essentials Examination

Current Firm

DEL-SETTE CAPITAL MANAGEMENT, LLC

CRD#: 159052 / SEC#: 801-79849

RIA

Registered Investment Advisory firm - (6/5/2014 Approved)

New York

Registered Investment Advisory firm - (6/12/2014 Terminated)

Texas

Registered Investment Advisory firm - (6/12/2014 Terminated)

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Contact information

Main Address

Schenectady, NY

Mailing Address

Phone number

(518) 793-3851

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DEL-SETTE ADV 2A ("DISCLOSURE BROCHURE") AND ADV2B ("BROCHURE SUPPLEMENT") (11/4/2025)

Regulatory assets under management

Total Number of Accounts	680
AUM (Assets Under Management)	$ 145,817,030

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/03/2025	Cover Page	Report
01/31/2025	Cover Page	Report
11/02/2023	Cover Page	Report
01/30/2023	Cover Page	Report

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.

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Firm Stability Insights

Jeremy M. Scher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Marc Scher's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDMAN SACHS & CO. LLC

MERCER ALLIED COMPANY, L.P.

GOLDMAN SACHS WEALTH SERVICES, L.P.

Primary Firm SEC Registration

DEL-SETTE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/7/2019

Series 65

Date: 4/9/2019

Series 7TO

Date: 9/9/2019

SIE

Date: 5/16/2019

Current Firm

DEL-SETTE CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DEL-SETTE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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