Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
7yrs
Scott Schwalbert
Full name on record: Scott Michael Schwalbert
Financial advisor at UBS Financial Services
Scott Schwalbert has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Boston, Massachusetts. Scott has been with UBS Financial Services since 2022; before that, Scott spent two years at Mainstone Capital Management. 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 3764 advisors with offices in Boston, and one of 3310 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
OfficeOne Post Office Square 35th Floor, Boston, MA 02109
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 ?1 state
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.
Career
- 2022 – nowUBS Financial Services Inc.Current firm
- Mar 2020 – Sep 2021Mainstone Capital Management LLCPreviously
Questions to ask Scott
Tailored to Scott’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 Scott
How do I contact Scott?
Call UBS Financial Services at 201-352-3000 and ask for Scott Schwalbert. Scott works from the Boston, MA office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Scott hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott 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 Scott 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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