Charles
Scott
Edelman Financial Engines
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About this Advisor
Charles Scott is a financial advisor based in Short Hills, New Jersey, working with Edelman Financial Engines. Charles has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, and Financial Engines Advisors L.L.C. Charles has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Charles is part of Edelman Financial Engines, which operates out of Short Hills, New Jersey. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Charles Scott Work History
Financial Engines Advisors L.L.C
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Disclosures
Please visit the SEC profile of Charles Scott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Edelman Financial Engines
Newton Center, MA
Littleton, CO
Los Angeles, CA
Seal Beach, CA
Spokane Valley, WA
Sterling Heights, MI
Fort Worth, TX
Clifton Park, NY
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