Charles Scavone, financial advisor Philadelphia PA

Charles Scavone

CRD Number: 6680009
Current Firm: Addison Capital

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.

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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
Contact Info for Charles A. Scavone
Phone Number: 215-563-6919
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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