Ronald Shmyr, financial advisor Gaylord MI
93 score

Ronald Shmyr

CRD Number: 1286807
Current Firm: Ubs Financial Services Inc.

Ronald Shmyr (CRD# 1286807) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Gaylord, MI and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Plymouth, MI Dec 2008 - Current 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ann Arbor, MI Jun 1984 - Dec 2008 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Oct 1995
Contact Info for Ronald M. Shmyr
Phone Number: 201-352-3000
Registered State(s):
  • MI
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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