Matthew Lang, financial advisor Conshohocken PA
90 score

Matthew Lang

CRD Number: 6068845
Current Firm: Ubs Financial Services Inc.

Matthew Lang (CRD# 6068845) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Conshohocken, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Conshohocken, PA Feb 2014 - Current 2
Ubs Financial Services Inc. Wilmington, DE Mar 2013 - Feb 2014 < 1
Bank Of America N.a. Wilmington, DE Oct 2012 - Mar 2013 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington, DE May 2012 - Oct 2012 < 1
Dickinson College Carlisle, PA Aug 2008 - May 2012 3
Bayview Consulting New York, NY Feb 2011 - Apr 2012 1
Project Share Carlisle, PA Aug 2010 - Dec 2010 < 1
Lang Carpet Wilmington, DE Jun 2006 - Aug 2010 4
Wilmington Friends School Wilmington, DE Sep 1995 - May 2008 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Matthew L. Lang
Phone Number: 201-352-3000
Registered State(s):
  • DE
  • TX
  • PA
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
90
Clean Record
This advisor has a clean track record with regulators.

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