Shaun Scott, financial advisor Saint Paul MN
90 score

Shaun Scott

CRD Number: 6097422
Current Firm: Ubs Financial Services Inc.

Shaun Scott (CRD# 6097422) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Paul, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. St. Pauls, MN Mar 2014 - Current 2
Lpl Golden Valley, MN Jul 2013 - Mar 2014 < 1
Trustone Financial Credit Union Golden Valley, MN Jul 2013 - Mar 2014 < 1
Ameriprise Financial Services,inc Minneapolis, MN Jul 2012 - Jul 2013 1
Gnc Blaine, MN Aug 2005 - Jul 2012 6
Caribou Coffee Mpls/mounds View, MN Jul 2011 - May 2012 < 1
Fitness 19 Coon Rapids, MN Mar 2011 - Jan 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
Contact Info for Shaun W. Scott
Phone Number: 201-352-3000
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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