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Advisors / New Jersey / Weehawken
5yrs

Scott Larson

Financial advisor at UBS Financial Services

Scott Larson is a fiduciary financial advisor in Weehawken, New Jersey, with 5 years in the industry. Scott joined UBS Financial Services in 2024, a firm offering financial planning, investment management, and retirement plan consulting. UBS Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 653 advisors with offices in Weehawken, and one of 627 fiduciaries.

Weehawken, NJ 07086Fiduciary advisor
Call the officeDirections

At a glance

Experience5 years (since 2021)
How that compares ?5 years in the industry
Office1000 & 1200 Harbor Blvd., Weehawken, NJ 07086
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.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2024 – now

Questions to ask Scott

Tailored to Scott’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Scott

How do I contact Scott?

Call UBS Financial Services at (201) 352-3000 and ask for Scott Larson. Scott works from the Weehawken, NJ office.

How long has Scott been a financial advisor?

Scott has been in the industry since 2021, about 5 years. 5 years in the industry.

What licenses does Scott hold?

Series 63, Series 66. 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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