Michael Scherer has been an investment adviser representative at EquityCompass Investment Management since January 2010, and is not listed among the firm’s executive officers or direct owners. Michael Scherer holds an MBA in Finance from Loyola University Maryland and a B.A. with a concentration in government from the College of William & Mary.
Equitycompass Investment Management, LLC is a Baltimore, MD firm with $221M under management, 163 clients and 10 advisers across 6 offices, as of its March 2026 filing.
Michael S. Scherer is Senior Portfolio Manager of EquityCompass. He is Senior Portfolio Manager of the Select Quality Growth & Income Portfolio and co-manager of the Quality Dividend Portfolio and High-Dividend Portfolio. He is a senior member of the team responsible for developing and researching quantitative portfolio strategies. He joined the Legg Mason Equity Marketing department in 2000 and arrived at Stifel as part of the acquisition of Legg Mason's Capital Markets Group in December 2005.
Michael Scherer’s longest registration is the current one, 16 years at EquityCompass Investment Management since 2010. Before joining EquityCompass Investment Management in 2010, Michael Scherer was registered through Stifel, Nicolaus & Company, Incorporated.
- – present · 16 yearsBaltimore, MD · Adviser representative · Firm CRD 145420
- Stifel, Nicolaus & Company, Incorporated– · under a yearBaltimore, MD · Adviser representative · Firm CRD 793
Investment adviser representative registrations
Michael Scherer is registered as an investment adviser representative in Maryland, since January 2010.
- MarylandSince 22 January 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 July 2007 |
| Series 86 | Research Analyst Exam - Part I Analysis Module | 31 March 2005 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 25 February 2005 |
| Series 7 | General Securities Representative Examination | 3 April 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Research Analyst Exam - Part I Analysis Module
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- General Securities Representative Examination
- Full name
- Michael Scott Scherer
- CRD
- 3101542
- Firm
- EquityCompass Investment Management · CRD 145420
- Office
- ONE SOUTH STREET, Baltimore, MD 21202
- Registration
- Investment adviser registration
- In the industry since
- August 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- equitycompass.com
Where does Michael Scherer work?
Michael Scherer is an investment adviser representative registered through Equitycompass Investment Management, LLC since January 2010, and is not listed among the firm’s executive officers or direct owners.
Is Michael Scherer a financial advisor?
Yes. Michael Scherer has a current investment-adviser registration in Maryland, through EquityCompass Investment Management since January 2010.
How many years of experience does Michael Scherer have?
Michael Scherer has 18 years in the financial industry, since August 2008, across 2 adviser firms.
What exams has Michael Scherer passed?
Michael Scherer has passed 4 licensing exams: the Series 7, Series 87, Series 86 and Series 65. The earliest, the Series 7, was passed in April 2001.
Where did Michael Scherer work before EquityCompass Investment Management?
Before EquityCompass Investment Management, Michael Scherer was registered through Equity Compass Strategies, May 2008 to December 2008; Stifel, Nicolaus & Company, Incorporated, July 2007 to July 2008.
Where is Michael Scherer based?
Michael Scherer’s registered office is in Baltimore, MD.
Is Michael Scherer registered with FINRA?
No. Michael Scherer has no current broker registration.
How can I verify Michael Scherer’s record?
Search CRD 3101542 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Scherer’s full registration record.
Christopher MutascioVice President
Bobby ThomasVice President- Avi SteinChief Financial Officer
- Michael SperoChief Compliance Officer
Robert HagstromChief Investment Officer