Charles Scott, financial advisor Short Hills NJ

Charles Scott

CRD Number: 1823409
Current Firm: Edelman Financial Engines

Charles Scott (CRD# 1823409) is an Investment Advisor Representative working at Edelman Financial Engines in Short Hills, NJ and has over 23 years of experience in the finance industry. Charles Scott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Origin Investment Advisory LLC
Professional Designations
Company Name Location Dates Years
Financial Engines Advisors L.l.c Sunnyvale, CA Oct 2019 - Current 4
Unemployed Bloomingdale, NJ Jul 2019 - Oct 2019 < 1
Tiaa Roseland, NJ Oct 2009 - Jul 2019 9
Tiaa-cref Individual & Institutional Services, LLC Roseland, NJ Oct 2009 - Jul 2019 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2000
Contact Info for Charles C. Scott
Phone Number: 408-498-6000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    241,970
    MILLIONS
  • Total Number of Accounts
    1,594,707
    ACCOUNTS
  • Average Account Value
    $151,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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