linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Scott Michael Nadle

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Scott? Claim Your Profile

About Scott Michael Nadle

Scott Nadle is a financial advisor with over 20 years of experience in the financial services industry. Scott is currently registered with Charles Schwab & Co., Inc. in Princeton, NJ. Scott has held previous positions at Blackrock Investments, LLC and Morgan Stanley DW Inc.. Scott has a wide range of experience in the financial services industry. Scott holds the Series 31, Series 7, Series 6, and Series 65 licenses. Scott is also a registered representative in 20 states.

Firm Information

Scott Nadle is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Asset based fees for wrap pgrms & subsc pricing for fin planning

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Scott Nadle’s Registration & Firm History

NJ

05/13/2022 - Present

Charles Schwab & CO., Inc. (Princeton NJ)

NJ

05/11/2007 - 04/26/2022

BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)

NY

02/10/2006 - 03/26/2007

MORGAN STANLEY DW INC. (NEW YORK NY)

IL

05/30/2001 - 02/14/2006

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

Not sure if Scott Michael Nadle is right for you?

Licenses & Designations

IA

Issued 09/04/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/06/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 11/13/2003

Series 7 - General Securities Representative Examination

BC

Issued 05/29/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Scott Michael Nadle.
Not sure if Scott Michael Nadle is right for you?