Matthew Perry, financial advisor Cincinnati OH

Matthew Perry

CRD Number: 6554410
Current Firm: Ubs Financial Services Inc.

Matthew Perry (CRD# 6554410) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services, Inc. Cincinnati, OH Apr 2021 - Current < 1
Raymond James & Associates, Inc. Blue Ash, OH May 2019 - Apr 2021 1
Morgan Stanley Chicago, IL Jul 2018 - May 2019 < 1
Fidelity Brokerage Services, LLC Covington, KY Aug 2015 - Jun 2018 2
Unemployed Cincinnati, OH May 2015 - Aug 2015 < 1
University Of Kentucky Lexington, KY Aug 2014 - May 2015 < 1
University Of Kentucky Lexington, KY Aug 2014 - May 2015 < 1
Logan's Of Lexington Lexington, KY Aug 2013 - May 2015 1
Anderson Hills Swim And Tennis Club Cincinnati, OH May 2014 - Aug 2014 < 1
Delta Gamma Delta Beta Lexington, KY Aug 2013 - Jun 2014 < 1
University Of Kentucky Lexington, KY Aug 2013 - May 2014 < 1
Anderson Hills Swim And Tennis Club Cincinnati, OH May 2013 - Aug 2013 < 1
University Of Kentucky Lexington, KY Aug 2012 - May 2013 < 1
Anderson Hills Swim And Tennis Club Cincinnati, OH May 2012 - Aug 2012 < 1
University Of Kentucky Lexington, KY Aug 2011 - May 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2015
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Matthew Perry
Phone Number: 201-352-3000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    572,471
    MILLIONS
  • Total Number of Accounts
    1,003,533
    ACCOUNTS
  • Average Account Value
    $570,455
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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