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.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 5907876
Blackrock Investment Management, LLC
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- PA
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Total Assets Under Management5,457MILLIONS
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Total Number of Accounts21,164ACCOUNTS
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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
- Other
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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