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Charles Anthony Scavone

Investment adviser representative at Nest Egg
10 yearsExperience
3 statesRegistered in
$131.7MFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Nest Investments Bd LLCMar 2018 to now
  2. Nest EggAug 2017 to now
  3. Nest Investments LLCAug 2017 to now
  4. Fidelity Brokerage Services LLCJun 2016 to Jul 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 3 states (NJ, PA, TX).

Nest Egg

Legal name: Nest Investments LLC

$131.7MAssets managed
2,832Clients
11Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6680009
Firm CRD
286024
Advisor's SEC record (opens in a new tab)
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