Patrick Sledz, financial advisor Cincinnati OH

Patrick Sledz

CRD Number: 5066153
Current Firm: Ubs Financial Services Inc.

Patrick Sledz (CRD# 5066153) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Cincinnati, OH Apr 2014 - Current 7
Bank Of America, N.a. Cincinnati, OH Dec 2009 - Apr 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Patrick M. Sledz
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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Data verified by both the advisor and the public regulatory data.

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