AS
Alan Scher
FINANCIAL GRAVITY FAMILY OFFICE SERVICES
Boulder, CO 80301
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CRD#: 7907457
AS
Professional summary
Alan Scher is a registered financial advisor currently at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC located in Boulder, Colorado.
Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Alan has worked at 1 firm 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.
(1) Advanced Marketing Strategies, LLC a non-investment related company as the VP of Operations providing Management of Accounting practice, Controllership & Bookkeeping Services to clients since 12/2013. Located at 35 Antler Drive Boulder, CO 80302. Dedicating 60 hours a month, 40 hours during trading hours. (2) Scher Group, PLLC a non-investment related company as the Partner & Director of Tax & Accounting providing Tax & Accounting Services to clients since 06/2005. Located at 1650 38th Street, Suite 201W Boulder, CO 80301. Dedicating 175 hours a month 40 hours during trading hours. (3) Residential Rental Activities as a non-investment related company as the Sole Proprietor & Co-Owner providing activities related to owning and operating residential rentals since 01/2018. Located at 35 Antler Drive Boulder, CO 80302. Dedicating 5 hours a month 0 hours during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Alan Scher'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 22, 2024 - Present
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
Office #1: 1650 38th St Ste 201w, Boulder, CO 80301RIA
CRD#: 316024
Boulder, CO
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".
FG
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CRD#: 316024 / SEC#: 801-122258
RIA
Registered Investment Advisory firm - (9/9/2021 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
Colorado(8/22/2024)
Current Firm
FG
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CRD#: 316024 / SEC#: 801-122258
RIA
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Contact information
Main Address
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734
Mailing Address
Phone number
(800) 588-3893
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,745 |
| AUM (Assets Under Management) | $ 467,196,918 |
Red Flags
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Company Information
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CRD#: 316024Boulder, CO 80301TRUST BUT VERIFY
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