Charles Scavone, financial advisor Conshohocken PA

Charles Scavone

CRD Number: 6680009
Current Firm: Nest Egg

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 Bd LLC Philadelphia, PA Mar 2018 - Current 6
Nest Investments LLC Philadelphia, PA Aug 2017 - Current 6
Fidelity Brokerage Services LLC Merrimack, NH Jun 2016 - Jul 2017 1
St Johns High School Shrewsbury, MA Nov 2015 - Mar 2016 < 1
Nypro, A Jabil Company Clinton, MA Jun 2012 - Jan 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2017
S63 Uniform Securities State Law Examination Sep 2016
Contact Info for Charles A. Scavone
By the Numbers
  • Total Assets Under Management
    74
    MILLIONS
  • Total Number of Accounts
    2,262
    ACCOUNTS
  • Average Account Value
    $32,780
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, FL, IA, IL, IN, KY, NJ, NY, OH, PA, TN, WI

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