Brigitte Lembo, financial advisor Bellevue WA

Brigitte Lembo

CRD Number: 6884179
Current Firm: Ubs Financial Services Inc.

Brigitte Lembo (CRD# 6884179) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bellevue, WA and has over 4 years of experience in the finance industry.

Similar Advisors
Christopher Reid, financial advisor Bellevue WA
Christopher S. Reid
CRD# 6886032
Capital Partners Wealth Management
Similar Advisors
Nina Abelman, financial advisor Bellevue WA
Nina L. Abelman
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
James Abodeely, financial advisor Bellevue WA
James J. Abodeely
CRD# 5464276
Sitka Pacific Capital Management, LLC
Company Name Location Dates Years
Ubs Financial Services Bellevue, WA Nov 2018 - Current 5
Merrill Lynch Bellevue, WA Nov 2017 - Nov 2018 1
Michael's Automotive Group Bellevue, WA Jun 2017 - Nov 2017 < 1
Unemployed Quito, Dec 2016 - Jun 2017 < 1
Front Row Quito, Jul 2016 - Dec 2016 < 1
Travel Florence, May 2016 - Jul 2016 < 1
Eta Fashion Quito, Jan 2016 - May 2016 < 1
Travel Florence, Nov 2015 - Jan 2016 < 1
Quipu Pallay Quito, Mar 2015 - Nov 2015 < 1
Devoto Atelier Quito, Nov 2014 - Mar 2015 < 1
Anabel Lopez Qiuto, Sep 2014 - Oct 2014 < 1
American Seafoods Company Seattle, WA May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Brigitte M. Lembo
Phone Number: 201-352-3000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    702,387
    MILLIONS
  • Total Number of Accounts
    1,093,486
    ACCOUNTS
  • Average Account Value
    $642,338
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.