Skye Ferrell, financial advisor Asheville NC
88 score

Skye Ferrell

CRD Number: 6080966
Current Firm: Ubs Financial Services Inc.

Skye Ferrell (CRD# 6080966) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Asheville, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services, Inc. Ashville, NC Mar 2016 - Current < 1
Merrill Lynch, Pierce, Fenner And Smith Incorporated Hendersonville, NC Jan 2013 - Mar 2016 3
University Of North Carolina At Asheville Asheville, NC Aug 2009 - Dec 2013 4
Olive Garden Asheville, NC Sep 2012 - May 2013 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hendersonville, NC Jun 2012 - Aug 2012 < 1
Iannucci's Asheville/hendersonville, NC Sep 2011 - Jun 2012 < 1
Pack's Tavern Asheville, NC Nov 2010 - May 2011 < 1
Two Men And A Truck Asheville, NC May 2010 - Sep 2010 < 1
Biltmore Forest Country Club Biltmore Forest, NC May 2009 - Mar 2010 < 1
T.c. Roberson High School Asheville, NC Aug 2005 - Jun 2009 3
Wild Wing Cafe Asheville, NC Feb 2008 - Dec 2008 < 1
Ingles Markets Asheville, NC Sep 2007 - Jan 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Skye C. Ferrell
Phone Number: 201-352-3000
Registered State(s):
  • NC
  • TX
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
88
Clean Record
This advisor has a clean track record with regulators.

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