Charles Scavone has been an investment adviser representative at Nest Investments since August 2017, and is not listed among the firm’s executive officers or direct owners. Charles Scavone holds a BS from Bentley University.
Nest Investments LLC is a Conshohocken, PA firm with $132M under management, 2,832 clients and 9 advisers in one office, as of its August 2026 filing.
Charles Scavone IV is Investment Advisor of Nest Investments LLC, based in Conshohocken, PA, a role held since August 2017. He has also been a Registered Representative of Nest Investments BD LLC since March 2018 and a Representative of Nest Insurance LLC since September 2022.
Charles Scavone’s longest registration is the current one, 9 years at Nest Investments since 2017.
- Addison Capital– · 2 yearsConshohocken, PA · Adviser representative · Firm CRD 144853
Investment adviser representative registrations
Charles Scavone is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from August 2017; the most recent is Texas, in May 2025.
- New JerseySince 6 September 2017
- PennsylvaniaSince 23 August 2017
- TexasResidentSince 20 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 23 August 2017 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 14 September 2016 |
| Series 7 | General Securities Representative Examination | 6 August 2016 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Charles Anthony Scavone
- CRD
- 6680009
- Firm
- Nest Investments · CRD 286024
- Office
- 20 ASH STREET, SUITE 300, Conshohocken, PA 19428
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- hellonestegg.com
Where does Charles Scavone work?
Charles Scavone is an investment adviser representative registered through Nest Investments LLC since August 2017, and is not listed among the firm’s executive officers or direct owners.
Is Charles Scavone a financial advisor?
Yes. Charles Scavone has a current investment-adviser registration in New Jersey, Pennsylvania and Texas, through Nest Investments since August 2017.
How many years of experience does Charles Scavone have?
Charles Scavone has 10 years in the financial industry, since August 2016, across 2 adviser firms.
What exams has Charles Scavone passed?
Charles Scavone has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in August 2016. FINRA credited Charles Scavone with the SIE, which began in October 2018.
Where is Charles Scavone based?
Charles Scavone’s registered office is in Conshohocken, PA.
Is Charles Scavone registered with FINRA?
Yes. Charles Scavone has a current broker registration, under CRD 6680009.
Source: FINRA BrokerCheck
How can I verify Charles Scavone’s record?
Search CRD 6680009 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Charles Scavone’s full registration record.