Unclaimed
Scott Vincent Urbanski is a financial advisor currently registered with Hightower Advisors, LLC. Scott has been in the financial services industry since 2002. Scott has been registered with Hightower Advisors, LLC since 2019 and was previously with Sanford C. Bernstein & Co., LLC. Scott is licensed to provide investment advice in Illinois and New York. Scott has passed multiple industry examinations, including the Series 6, Series 7, and Series 63. Scott has a strong track record of providing financial planning, portfolio management, and other financial services to individuals, families, and businesses. Scott's clients include a diverse group of individuals, families, and businesses. Scott is dedicated to providing his clients with personalized financial advice and services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
03/18/2021 - Present
Hightower Advisors, LLC (White Plains NY)
NY
03/17/2004 - 06/03/2019
SANFORD C. BERNSTEIN & CO., LLC (WHITE PLAINS NY)
NJ
10/17/2002 - 01/20/2004
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 09/17/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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