Scott ShawCRD Number: 3053613
Current Firm: J. W. Cole Advisors, Inc.
Scott Shaw (CRD# 3053613) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Doylestown, PA and has over 24 years of experience in the finance industry.
Oppenheimer & Company Inc.
Blackrock Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|J.w. Cole Financial, Inc.||Tampa, FL||Jan 2015 - Current||7|
|J.w. Cole Advisors, Inc.||Tampa, FL||Jan 2015 - Current||7|
|Park Avenue Securities LLC||Doylestown, PA||May 1999 - Jan 2015||15|
|Guardian Life Insurance Company Of America||Doylestown, PA||Oct 1997 - Jan 2015||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2011|
Total Assets Under Management5,457MILLIONS
Total Number of Accounts21,164ACCOUNTS
Average Account Value$257,829
- A percentage of assets under your management
- Hourly charges
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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