Adam Patrick Scherer
Investment Adviser Representative at Blueprint Financial Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Adam Patrick Scherer is an investment adviser representative with Blueprint Financial Advisors in West Hartford, CT, where they have been registered since 2024. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Greenbeat Financial LLC and Wealth Management Group of North America, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Connecticut.
Registrations & licenses
- Investment adviser:
- Connecticut
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wealth Management Group of North America, LLCMar 2015 – Aug 2017Farmington, CT
- Neighborhood Music SchoolJan 2015 – Mar 2018New Haven, CT
- Greenbeat Financial LLCMar 2021 – Mar 2022West Hartford, CT
- Boston Institute of FinanceApr 2020 – no end date reportedNewton, MA
- College For Financial PlanningSep 2017 – Apr 2020Centennial, CO
- Blueprint Financial Advisors LLCMar 2022 – Dec 2023West Hartford, CT
- Blueprint Financial Advisors LLCSep 2024 – no end date reportedGreensboro, NC
- Greenbeat Financial LLCApr 2021 – no end date reportedWest Hartford, CT
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Blueprint Financial Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Practice management, technology, in-house back-office capabilities, and customized asset management
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 36
- Offices listed on AdvisorFinder:
- 9
- Main office:
- Charlotte, NC
- SEC file number:
- 801-121848
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 24, 2026
View full firm profileOther advisors at Blueprint Financial Advisors
Showing 12 of 36 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Patrick Scherer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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