Morgan Stanley
47yrs
Top advisor by experience in Paramus
19yrs
Steven Syslo
Financial advisor at UBS Financial Services
Based in Paramus, New Jersey, Steven Syslo is a fiduciary financial advisor with 19 years of industry experience. Steven has been with UBS Financial Services since 2016; before that, Steven spent seven years at Morgan Stanley and a year at Morgan Stanley & Co.. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 739 advisors with offices in Paramus, and one of 666 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 57% of advisors nationwide
Office61 South Paramus Road Mack Center IV, Paramus, NJ 07652
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowUBS Financial Services Inc.Current firm
- 2009 – 2016Morgan StanleyPreviously
- Mar 2008 – Jun 2009Morgan Stanley & Co. LLCPreviously
Contact Steven
Local office(201) 845-4415Ask for Steven. (201) 352-3000Main office · Weehawken, NJ 61 South Paramus Road Mack Center IVParamus, NJ 07652Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Steven
Tailored to Steven’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Steven
How do I contact Steven?
Call Steven’s local office at (201) 845-4415 or the UBS Financial Services main office at (201) 352-3000, and ask for Steven Syslo.
How long has Steven been a financial advisor?
Steven has been in the industry since 2008, about 19 years. More experience than 57% of advisors nationwide.
What licenses does Steven hold?
Series 66. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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