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BJ

Brian Joseph Scherman

Investment Adviser Representative at U.S. BANCORP ADVISORS, LLC

Greenwich, CTCRD #2891242Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
2 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
ConnecticutNew Jersey
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/7/2005
Series 63
Uniform Securities Agent State Law Examination
Passed 6/6/1997
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/10/1999
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/30/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

U.S. Bancorp Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

U.S. BANCORP ADVISORS, LLCCurrent
2/13/2026Greenwich, CT
U.S. BANCORP ADVISORS, LLCCurrent
2/13/2026Greenwich, CT
U.S. BANCORP INVESTMENTS, INC.
5/22/20252/13/2026Greenwich, CT
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
11/20/20136/21/2023New York, NY
CITIGROUP GLOBAL MARKETS INC.
4/30/20126/13/2013New York, NY
CHASE INVESTMENT SERVICES CORP.
1/23/20074/27/2012New York, NY

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Joseph Scherman 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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