Inactive

Charles Christopher Scott

Edelman Financial Engines

Short Hills, NJ

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Current Employers

Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-06-27
NJ	RA	APPROVED	2019-11-06

TX RA
APPROVED

Since 2024-06-27
NJ RA
APPROVED

Since 2019-11-06

Branch Locations

51 Jfk Parkway Suite 270, Short Hills, NJ 07078 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Tiaa	Roseland	NJ	10/2009	07/2019
Tiaa-Cref Individual & Institutional Services, Llc	Roseland	NJ	10/2009	07/2019
Financial Engines Advisors L.L.C	Sunnyvale	CA	10/2019	Present
Unemployed	Bloomingdale	NJ	07/2019	10/2019

10/2009 → 07/2019

Tiaa

Roseland, NJ
10/2009 → 07/2019

Tiaa-Cref Individual & Institutional Services, Llc

Roseland, NJ
10/2019 → Present

Financial Engines Advisors L.L.C

Sunnyvale, CA
07/2019 → 10/2019

Unemployed

Bloomingdale, NJ

Previous Registrations

2009-12-09 → 2019-07-16

Tiaa-Cref Individual & Institutional Services, Llc

Roseland, NJ
2008-11-12 → 2009-12-15

Precision Financial Services

Mine Hill, NJ
2008-05-30 → 2009-06-02

Lpl Financial Llc

Mine Hill, NJ
2002-04-29 → 2008-06-20

Ubs Financial Services Inc.

Weehawken, NJ

Weehawken, NJ

Weehawken, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-10-04

S66 Uniform Combined State Law Examination

2000-10-04

Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

RIDGEWOOD INVESTMENTS

J.P. MORGAN SECURITIES LLC

DORCHESTER ADVISORS LLC

ESTEE ADVISORS LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

UNITED SUCCESS WEALTH MANAGEMENT

TRANSAMERICA FINANCIAL ADVISORS, LLC

Other Investors

DAVID SETH LEIBOWITZ

VALERIE RUBIO LEMMON

TERRANCE PATRICK MCGUIRE

KAUSHAL BHUPENDRA MAJMUDAR

John Varghese Cholankeril

DUSHYANT PANDIT

Other Offices

LPL FINANCIAL LLC · SHORT HILLS, NJ

RIDGEWOOD INVESTMENTS · SPRINGFIELD, NJ

J.P. MORGAN SECURITIES LLC · SHORT HILLS, NJ

DORCHESTER ADVISORS LLC · SHORT HILLS, NJ

ESTEE ADVISORS LLC · SHORT HILLS, NJ

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SHORT HILLS, NJ

UNITED SUCCESS WEALTH MANAGEMENT · SHORT HILLS, NJ

TRANSAMERICA FINANCIAL ADVISORS, LLC · SHORT HILLS, NJ

More in Short Hills, NJ

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