Scott Singor is a CFA-designated registered investment advisor at UBS Financial Services INC., based in Norfolk, VA, with 20 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
Wells Fargo Center/ 440 Monticello Avenue, Suite 2000, Norfolk, VA, 23510
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott is a board member of the Old Dominion University Research Foundation since 2018, dedicating a few hours per week. He chairs an investment committee overseeing the foundation's funds and making investment recommendations.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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