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Andrew Brian Scherr

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC·CHARLOTTE, North Carolina
Series 7, Series 63Clean recordCAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
1355 GREENWOOD CLIFF, CHARLOTTE, NC 28204CRD# 2830943Firm CRD# 131631

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Brian Scherr · CHARLOTTE, NC
Registration
CRD #2830943 · CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
CRD 131631 · SEC 801-63969
AUM
$465M
Regulatory assets under management
Employees
30
860 client accounts
Services offered by CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC →
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04

Frequently Asked Questions

What services does Andrew Brian Scherr offer?
Andrew Brian Scherr specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Andrew Brian Scherr's credentials?
Andrew Brian Scherr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Brian Scherr located?
Andrew Brian Scherr is based in CHARLOTTE, North Carolina, working with CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Andrew Brian Scherr charge for services?
Andrew Brian Scherr's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC?
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC has approximately 30 employees and manages $465M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

David Alan Boyer
CHARLOTTE, NC
Franklin Thomas Gutierrez
CHARLOTTE, NC
Stephen Rocco Facella
CHARLOTTE, NC
CFP
Joseph Harold Gieker
CHARLOTTE, NC

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Nearby cities in North Carolina
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City Guides
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Research
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