Gregory Amerkanian, financial advisor Paramus NJ

Gregory Amerkanian

CRD Number: 2424736
Current Firm: Ubs Financial Services Inc.

Gregory Amerkanian (CRD# 2424736) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Paramus, NJ and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Paramus, NJ Sep 2022 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Mar 1993 - Current 31
Bank Of America, N.a. Montvale, NJ Sep 2009 - Sep 2022 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S65 NASAA Investment Advisors Law Examination Nov 1994
Contact Info for Gregory J. Amerkanian
Phone Number: 201-352-3000
Registered State(s):
  • CA
  • FL
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    600,809
    MILLIONS
  • Total Number of Accounts
    1,077,471
    ACCOUNTS
  • Average Account Value
    $557,610
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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