Advisor at U.S. Bancorp Advisors, LLC
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Firm
U.S. Bancorp Advisors, LLC
Location
Greenwich, CT 06830
Credentials
Series 63, Series 66
Industry experience
24 years
Brian Scherman is a financial advisor at U.S. Bancorp Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Peapack Private Bank and First Republic Securities Company. U.S. Bancorp Advisors provides investment advisory services through its Personal Portfolios Wrap Program to individuals, charitable organizations, businesses, and retirement accounts. The firm offers wrap-fee portfolio management using model strategies, separately managed accounts, and related brokerage and custody services, leveraging technology and third-party managers to implement client strategies.
Based on U.S. Bancorp Advisors, LLC
Based on U.S. Bancorp Advisors, LLC
Transaction-based charges or commissions may apply if implementing the financial plan through USBA brokerage services.
222 Railroad Ave
Greenwich, CT 06830
Connecticut
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bank
2025 - Present (1 year)
U.S. Bancorp Investments, Inc.
2025 - 2026 (1 year)
Peapack Private Bank
2023 - 2025 (2 years)
FIRST REPUBLIC Securities Company, LLC
2013 - 2023 (10 years)
First Republic bank
2013 - 2023 (10 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Norwalk, CT
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Tadpole Investments LLC
CFP®, Series 63
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Financial Planning Associates, LLC
Series 66
Westport, CT
Blue Keel Financial Planning
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