Ian Michael O'Shea
Wealth Manager, Managing Member, & Chief Compliance OfficerScherer Financial Advisory Services, LLCCRD 5799698
About Ian Michael O'Shea
Ian Michael O'Shea is listed as Wealth Manager, Managing Member, & Chief Compliance Officer at Scherer Financial Advisory Services, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Scherer Financial Advisory Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Ian Michael O'Shea work?
Ian Michael O'Shea is listed as Wealth Manager, Managing Member, & Chief Compliance Officer at Scherer Financial Advisory Services, LLC on SEC Form ADV.
How much of Scherer Financial Advisory Services, LLC does Ian Michael O'Shea own?
Form ADV reports a beneficial ownership band of Over 75%.
Scherer Financial Advisory Services, LLC
| Title | Wealth Manager, Managing Member, & Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2026 |