Michelle Rohrig, financial advisor Atlanta GA
93 score

Michelle Rohrig

CRD Number: 5612458
Current Firm: Ubs Financial Services Inc.

Michelle Rohrig (CRD# 5612458) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Atlanta, GA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Atlanta, GA Jan 2017 - Current 1
J.p. Morgan Securities LLC Atlanta, GA Jan 2014 - Jan 2017 3
Jpmorgan Chase Bank Na Atlanta, GA Jan 2014 - Jan 2017 3
Ubs Financial Services Inc. Atlanta, GA Nov 2010 - Jan 2014 3
Randstad Atlanta, GA Sep 2010 - Nov 2010 < 1
Gold Room Atlanta, GA Sep 2009 - Nov 2010 1
Unemployed Atlanta, GA Jul 2010 - Aug 2010 < 1
Suntrust Investment Services, Inc. Atlanta, GA Oct 2009 - Jul 2010 < 1
Suntrust Bank Dunwoody, GA Sep 2009 - Jul 2010 < 1
Wachovia Securities, LLC Decatur, GA Oct 2008 - Sep 2009 < 1
Tongue & Groove Atlanta, GA Apr 2008 - Apr 2009 1
Who's Calling Atlanta, GA Aug 2008 - Sep 2008 < 1
Consumer Source, Inc. Norcross, GA Oct 2007 - Jun 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Michelle L. Rohrig
Phone Number: 201-352-3000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    391,710
    MILLIONS
  • Total Number of Accounts
    885,967
    ACCOUNTS
  • Average Account Value
    $442,127
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
93
Clean Record
This advisor has a clean track record with regulators.

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