Unclaimed Profile

Leo A Scherrer

SMEAD CAPITAL MANAGEMENT, INC.·SEATTLE, Washington

Series 7, Series 66CFAClean record26 years registeredSMEAD CAPITAL MANAGEMENT, INC.

1001 FOURTH AVENUE, SEATTLE, WA 98154CRD# 4072993Firm CRD# 143567

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leo A Scherrer · SEATTLE, WA

Registration

CRD #4072993 · SMEAD CAPITAL MANAGEMENT, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SMEAD CAPITAL MANAGEMENT, INC.

SMEAD CAPITAL MANAGEMENT, INC.

Dec 2012 – Jun 2022

PHOENIX, AZ

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Aug 2000 – Sep 2003

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · August 9, 2000

Years registered · 26

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SMEAD CAPITAL MANAGEMENT, INC.

CRD 143567 · SEC 801-67839

AUM

$6.1B

Regulatory assets under management

Employees

87 client accounts

Services offered by SMEAD CAPITAL MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at SMEAD CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Leo A Scherrer offer?

Leo A Scherrer specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Leo A Scherrer's credentials?

Leo A Scherrer holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Leo A Scherrer located?

Leo A Scherrer is based in SEATTLE, Washington, last registered with SMEAD CAPITAL MANAGEMENT, INC..

How does Leo A Scherrer charge for services?

Leo A Scherrer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SMEAD CAPITAL MANAGEMENT, INC.?

SMEAD CAPITAL MANAGEMENT, INC. has approximately 17 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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