Madison Ann Miles, financial advisor Boulder CO
89 score

Madison Ann Miles

CRD Number: 6211890
Current Firm: Ubs Financial Services Inc.

Madison Ann Miles (CRD# 6211890) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boulder, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Ft. Worth, TX Oct 2014 - Current 2
Morgan Stanley Ft. Worth, TX Jun 2013 - Oct 2014 1
Mrpd Manhattan, KS Sep 2011 - May 2013 1
Student Salina, KS Aug 2002 - May 2013 10
Kuhn Harvesting Lakin, KS May 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Madison Ann A. Miles
Phone Number: 201-352-3000
Registered State(s):
  • CO
  • 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
89
Clean Record
This advisor has a clean track record with regulators.

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