Charlene R. Scoles
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Charlene Rae Scoles, who also goes by Charlene Scoles Brewington, Charlene Rae Scoles Moore, Charlene Rae Scoles Scoles, Charlene Scoles, was a registered financial professional .
Charlene is a previously registered financial professional and started their career in finance in 1997. Charlene had worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 23, 2017 - May 28, 2021
AMERITRUST INVESTMENT ADVISORS INC
July 10, 2012 - December 31, 2016
AMERITRUST INVESTMENT ADVISORS INC
March 25, 2005 - September 21, 2006
MML INVESTORS SERVICES, LLC
November 11, 2004 - September 21, 2006
MML INVESTORS SERVICES, LLC
June 19, 2003 - July 15, 2003
EQUITABLE ADVISORS, LLC
June 18, 2003 - November 16, 2004
BANC OF AMERICA INVESTMENT SERVICES, INC.
June 17, 2003 - November 16, 2004
BANC OF AMERICA INVESTMENT SERVICES, INC.
March 5, 2003 - July 15, 2003
EQUITABLE ADVISORS, LLC
November 1, 1999 - May 23, 2002
WELLS FARGO CLEARING SERVICES, LLC
June 14, 1999 - November 10, 1999
UBS FINANCIAL SERVICES INC.
May 12, 1997 - December 2, 1997
IDS LIFE INSURANCE COMPANY
May 12, 1997 - December 2, 1997
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
AMERITRUST INVESTMENT ADVISORS INC
CRD#: 108589 / SEC#: 801-54219
Contact information
Regulatory assets under management
| Total Number of Accounts | 193 |
| AUM (Assets Under Management) | $ 60,874,954 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/09/2025 | ||
| 12/19/2024 | ||
| 03/27/2024 | ||
| 02/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
