Devon ScarlettCRD Number: 6734476
Current Firm: Fidelity Personal And Workplace Advisors
Devon Scarlett (CRD# 6734476) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bridgewater, NJ and has over 4 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Fidelity Investments||Bridgewater, NJ||Mar 2021 - Current||< 1|
|Kubhera Enterprises LLC||Princeton, NJ||Nov 2020 - Mar 2021||< 1|
|Unemployed||Ewing, NJ||Oct 2019 - Oct 2020||1|
|The Ayco Company, L.p./mercer Allied||Parsippany, NJ||Feb 2018 - Oct 2019||1|
|Coface Credit Insurance (robert Half)||Princeton, NJ||Oct 2017 - Jan 2018||< 1|
|Unemployed||Ewing, NJ||May 2017 - Oct 2017||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pennington, NJ||Dec 2016 - May 2017||< 1|
|Coface Credit Insurance (robert Half)||Plainsboro, NJ||Nov 2016 - Nov 2016||< 1|
|Unemployed||Ewing, NJ||Jun 2016 - Oct 2016||< 1|
|Monmouth University||West Long Branch, NJ||Jan 2015 - May 2016||1|
|Monmouth University||West Long Branch, NJ||Sep 2014 - May 2016||1|
|Mercer County Community College||Trenton, NJ||Jan 2015 - Mar 2015||< 1|
|Unemployed||Ewing, NJ||Jun 2014 - Aug 2014||< 1|
|Bard College||Annandale-on-hudson, NY||Aug 2011 - May 2014||2|
|Bard College||Annandale-on-hudson, NY||Sep 2013 - Dec 2013||< 1|
|Dr. John Vine Dermatology||Plainsboro, NJ||Jul 2013 - Aug 2013||< 1|
|Levy Economic Institute||Annandale-on-hudson, NY||Jul 2012 - Aug 2013||1|
|Bard College||Annadale-on-hudson, NY||Feb 2013 - May 2013||< 1|
|Bard College||Annandale-on-hudson, NY||Sep 2011 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2017|
|S63||Uniform Securities State Law Examination||Jun 2017|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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