Bradley Roberts, financial advisor Atlanta GA

Bradley Roberts

CRD Number: 3136186
Current Firm: Ubs Financial Services Inc.

Bradley Roberts (CRD# 3136186) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Atlanta, GA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Atlanta, GA Dec 2015 - Current 8
Credit Suisse Securities (usa) LLC Atlanta, GA Mar 2006 - Dec 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for Bradley E. Roberts
Phone Number: 201-352-3000
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    600,809
    MILLIONS
  • Total Number of Accounts
    1,077,471
    ACCOUNTS
  • Average Account Value
    $557,610
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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