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.

Similar Advisors
Inas Abas, financial advisor Philadelphia PA
Inas R. Abas
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Similar Advisors
Mark Abbonizio, financial advisor Philadelphia PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Similar Advisors
Joseph Abbruzzi, financial advisor Philadelphia PA
Joseph R. Abbruzzi
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
Contact Info for Charles A. Scavone
Phone Number: 215-563-6919
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    627
    MILLIONS
  • Total Number of Accounts
    462
    ACCOUNTS
  • Average Account Value
    $1,357,116
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

CA, FL, NH, NJ, NY, PA, TX

Ready to hire a financial advisor? Get competitive proposals from Charles Scavone and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.