Devon Scarlett (CRD# 6734476) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Bridgewater, NJ and has over 6 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Bridgewater, NJ | Mar 2021 - Current | 3 |
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 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
S63 | Uniform Securities State Law Examination | Jun 2017 |
- NJ
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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
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