AS
Adam J. Scherzer
INDEPENDENCE SQUARE HOLDINGS
Conshohocken, PA 19428
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CRD#: 8013768
AS
Professional summary
Adam Jason Scherzer is a registered financial advisor currently at INDEPENDENCE SQUARE HOLDINGS, LLC located in Conshohocken, Pennsylvania.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Adam 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.
Scherzer Financial Inc. - Investment Related? Yes - 1950 Butler Pike #233 Conshohocken PA. 19428 - Insurance Sales - President/Owner/ Operator - 160 hrs. per month, all during trading hours. Adam is the sole owner of Scherzer Financial Inc. which offers investment advisory services and different types of life, long-term care, and disability insurance. Shadow Legacy Media Properties LLC - Investment Related? No - 1950 Butler Pike #233 Conshohocken PA. 19428 - Co-owner/Writer- 0 hrs. per month, None during trading hours. Adam is a Co-owner and writer of/for this LLC. The LLC was established to write scripts/IP for television series. Real Estate Rental Properties - Investment Related? No - 1950 Butler Pike #233 Conshohocken PA. 19428 - Passive Co-owner - 0 hrs. per month, None during trading hours. Adam is a Passive Co-owner of multiple rental properties. Adam is not involved in day-to-day operations. Scherzer Financial - DBA for Scherzer Financial Inc. - Investment Related? Yes - 1950 Butler Pike #233 Conshohocken PA. 19428 - Investment Advisory and Insurance services - President/Owner/ Operator - 160 hrs. per month, all during trading hours. Adam is the sole owner of Scherzer Financial Inc. which offers investment advisory services and different types of life, long-term care, and disability insurance. Independence Square Advisors - DBA for Independence Square Holdings, LLC - Investment Related? Yes - 1950 Butler Pike #233 Conshohocken PA. 19428 - Investment Advisory and Insurance services - Investment Advisor Representative - 160 hrs. per month, all during trading hours. Adam is the sole owner of Scherzer Financial Inc. which offers investment advisory services and different types of life, long-term care, and disability insurance.
CRS (Client Relationship Summary) - RIA
Click below to view Adam Jason Scherzer'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
November 25, 2024 - Present
INDEPENDENCE SQUARE HOLDINGS, LLC
Office #1: 1950 Butler Pike #233 Conshohocken Pa. 19428, Conshohocken, PA 19428RIA
CRD#: 300139
Conshohocken, PA
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".
IS
INDEPENDENCE SQUARE HOLDINGS, LLC
BARNES LANE ADVISORS LLC | TOUEY & COMPANY | THE PLAN ADVOCATE | STRATAVEST | SCHERZER FINANCIAL | MULVANEY WEALTH MANAGEMENT | MILANEK FAMILY WEALTH MANAGEMENT, LLC | INDEPENDENCE SQUARE HOLDINGS, LLC | INDEPENDENCE SQUARE ASSET MANAGEMENT | INDEPENDENCE SQUARE ADVISORS | BRENTON STRANSKY WEALTH MANAGEMENT | BRENTON PRIVATE WEALTH ADVISORS
CRD#: 300139 / SEC#: 801-116750
RIA
Registered Investment Advisory firm - (6/7/2019 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
Pennsylvania(11/25/2024)
Current Firm
IS
INDEPENDENCE SQUARE HOLDINGS, LLC
BARNES LANE ADVISORS LLC | TOUEY & COMPANY | THE PLAN ADVOCATE | STRATAVEST | SCHERZER FINANCIAL | MULVANEY WEALTH MANAGEMENT | MILANEK FAMILY WEALTH MANAGEMENT, LLC | INDEPENDENCE SQUARE HOLDINGS, LLC | INDEPENDENCE SQUARE ASSET MANAGEMENT | INDEPENDENCE SQUARE ADVISORS | BRENTON STRANSKY WEALTH MANAGEMENT | BRENTON PRIVATE WEALTH ADVISORS
CRD#: 300139 / SEC#: 801-116750
RIA
Registered Investment Advisory firm - (6/7/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
150 South Warner Road Suite 300, King Of Prussia, PA 19406
Mailing Address
Phone number
(610) 520-1500
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,985 |
| AUM (Assets Under Management) | $ 1,488,010,409 |
Red Flags
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