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Advisors / New Jersey / Montclair
5yrs

Scott Doyle

Financial advisor at Horicon Wealth Management

Based in Montclair, New Jersey, Scott Doyle is a fiduciary financial advisor with 5 years of industry experience. Scott has been with Horicon Wealth Management since 2026; before that, Scott spent a year at Ameriprise Financial Services. Horicon Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.

One of 82 advisors with offices in Montclair, and one of 73 fiduciaries.

Montclair, NJFiduciary advisor
Call the officeDirections

At a glance

Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeMontclair, NJ
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state

Services through Horicon Wealth Management

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers

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. Jan 2026 – now
  2. Feb 2024 – Aug 2025

Questions to ask Scott

Tailored to Scott’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 Horicon Wealth Management at (973) 298-1151 and ask for Scott Doyle. Scott works from the Montclair, 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?

Horicon Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed 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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