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RIA / WealthAdvisorCertified Financial Planner23 years in industry

MARC NICHOLAS SCAVO

Advisor at BRAGG FINANCIAL ADVISORS INC

CHARLOTTE, NC

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Search this name across graphsid dfx:ria:e8f1fcd7-7bae-9383-2014-9df9224f001b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 2, 2003 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: BRAGG FINANCIAL ADVISORS INC
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: Dec 27, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 27, 2002
First registration: Jan 2, 2003
Dual registered: no
Other names: MARC SCAVO|MARC NICHOLAS SCAVO
IAPD individual key: 4598443

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
BRAGG FINANCIAL ADVISORS INC	Independent wealth	Aug 17, 2020	n/a	yes	CHARLOTTE, NC	Current employment
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Nov 10, 2017	Mar 31, 2020	no	Charlotte, NC	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Aug 19, 2013	Oct 12, 2017	no	CHARLOTTE, NC	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 2, 2003	Jul 1, 2013	no	OAKBROOK TERRACE, IL\|OAKBROOK TERRACE, IL\|OAKBROOK TERRACE, IL\|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
VANGUARD ADVISERS, INC.	BRAGG FINANCIAL ADVISORS INC	Mar 31, 2020	Aug 17, 2020	139	Firm change	Ibd to RIA
ADVICE AND PLANNING SERVICES	VANGUARD ADVISERS, INC.	Oct 12, 2017	Nov 10, 2017	29	Firm change	Other
UBS FINANCIAL SERVICES INC.	ADVICE AND PLANNING SERVICES	Jul 1, 2013	Aug 19, 2013	49	Firm change	Other

Relationships

Registered with (4)

→ BRAGG FINANCIAL ADVISORS INCRegistered adviserregistration: current employment
Aug 17, 2020 to presentfactForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Nov 10, 2017 to Mar 31, 2020factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Aug 19, 2013 to Oct 12, 2017factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 2, 2003 to Jul 1, 2013factForm ADV

Dated events

No dated event names this entity yet.