Rachel D'entremont, financial advisor Boston MA

Rachel D'entremont

CRD Number: 6799358
Current Firm: Ubs Financial Services Inc.

Rachel D'entremont (CRD# 6799358) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boston, MA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Boston, MA Aug 2018 - Current 2
Ubs Financial Services Boston, MA May 2017 - Jun 2018 1
Black Rock Country Club Hingham, MA Jun 2014 - Apr 2017 2
Hingham Beerworks Hingham, MA Jun 2016 - Aug 2016 < 1
Abercrombie And Fitch Newington, NH Nov 2015 - May 2016 < 1
The Gap Hingham, MA Mar 2014 - Aug 2014 < 1
Hingham High School Hingham, MA Sep 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Rachel D'entremont
Phone Number: 201-352-3000
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    591,361
    MILLIONS
  • Total Number of Accounts
    975,301
    ACCOUNTS
  • Average Account Value
    $606,337
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

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