Charles Scavone (CRD# 6680009) is an Investment Advisor Representative working at Addison Capital and Nest Egg in Philadelphia, PA and has over 2 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 1272342
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nest Investments LLC | Philadelphia, PA | Aug 2017 - Current | 3 |
| Fidelity Brokerage Services LLC | Merrimack, NH | Jun 2016 - Current | 4 |
| St Johns High School | Shrewsbury, MA | Nov 2015 - Mar 2016 | < 1 |
| Nypro, A Jabil Company | Clinton, MA | Jun 2012 - Jan 2016 | 3 |
| Bentley University | Waltham, MA | Sep 2009 - May 2013 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S7 | General Securities Representative Examination (GS) | Aug 2016 |
| S63 | Uniform Securities State Law Examination | Sep 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- NJ
- PA
-
Total Assets Under Management627MILLIONS
-
Total Number of Accounts462ACCOUNTS
-
Average Account Value$1,357,116
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, NH, NJ, NY, PA, TX
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