Alan Scher has been an investment adviser representative at Financial Gravity Family Office Services since August 2024, and is not listed among the firm’s executive officers or direct owners.
Financial Gravity Family Office Services, LLC is a Lakeway, TX firm with $590M under management, 1,724 clients and 16 advisers across 3 offices, as of its January 2026 filing.
- – present · 2 yearsBoulder, CO · Adviser representative · Firm CRD 316024
Investment adviser representative registrations
Alan Scher is registered as an investment adviser representative in Colorado, since August 2024.
- ColoradoSince 22 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 August 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7907457
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Office
- 1650 38th St Ste 201W, Boulder, CO 80301
- Registration
- Investment adviser registration
- In the industry since
- August 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Alan Scher work?
Alan Scher is an investment adviser representative registered through Financial Gravity Family Office Services, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Alan Scher a financial advisor?
Yes. Alan Scher has a current investment-adviser registration in Colorado, through Financial Gravity Family Office Services since August 2024.
How many years of experience does Alan Scher have?
Alan Scher has 2 years in the financial industry, since August 2024, across 1 adviser firm.
What exams has Alan Scher passed?
Alan Scher passed the Series 65 in August 2024.
Where is Alan Scher based?
Alan Scher’s registered office is in Boulder, CO.
Is Alan Scher registered with FINRA?
No. Alan Scher has no current broker registration.
How can I verify Alan Scher’s record?
Search CRD 7907457 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alan Scher’s full registration record.