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RIA / WealthAdvisorCertified Financial Planner25 years in industry

CHARLES CHRISTOPHER SCOTT

Advisor at EDELMAN FINANCIAL ENGINES

SHORT HILLS, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8056ad18-d248-c336-d09f-39ebd2d10f89

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 29, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDELMAN FINANCIAL ENGINES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 4, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 4, 2000
First registration: Apr 29, 2002
Dual registered: no
IAPD individual key: 1823409

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 6, 2019	n/a	yes	SHORT HILLS, NJ	Current employment
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Dec 9, 2009	Jul 16, 2019	no	ROSELAND, NJ	Previous registration
PRECISION FINANCIAL SERVICES	Independent wealth	Nov 12, 2008	Dec 15, 2009	no	MINE HILL, NJ	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 30, 2008	Jun 2, 2009	no	MINE HILL, NJ	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Apr 29, 2002	Jun 20, 2008	no	WEEHAWKEN, NJ\|WEEHAWKEN, NJ\|WEEHAWKEN, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVICE AND PLANNING SERVICES	EDELMAN FINANCIAL ENGINES	Jul 16, 2019	Nov 6, 2019	113	Firm change	Ibd to RIA
PRECISION FINANCIAL SERVICES	ADVICE AND PLANNING SERVICES	Dec 15, 2009	Dec 9, 2009	-6	Firm change	Other
LPL FINANCIAL LLC	PRECISION FINANCIAL SERVICES	Jun 2, 2009	Nov 12, 2008	-202	Firm change after gap	Other
UBS FINANCIAL SERVICES INC.	LPL FINANCIAL LLC	Jun 20, 2008	May 30, 2008	-21	Firm change	Other

Relationships

Registered with (5)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Nov 6, 2019 to presentfactForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Dec 9, 2009 to Jul 16, 2019factForm ADV
→ PRECISION FINANCIAL SERVICESRegistered adviserregistration: previous registration
Nov 12, 2008 to Dec 15, 2009factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 30, 2008 to Jun 2, 2009factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Apr 29, 2002 to Jun 20, 2008factForm ADV

Dated events

No dated event names this entity yet.