Sharon Alleman, financial advisor Hartford CT
93 score

Sharon Alleman

CRD Number: 5520454
Current Firm: Ubs Financial Services Inc.

Sharon Alleman (CRD# 5520454) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hartford, CT and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Hartford, CT Nov 2011 - Current 5
Morgan Stanley Smith Barney West Hartford, CT Jun 2009 - Nov 2011 2
Citigroup Global Markets Inc. West Hartford, CT Apr 2008 - Jun 2009 1
Werecycle Wallingford, CT Nov 2007 - Feb 2008 < 1
Chicago Title Hartford, CT Dec 1993 - Nov 2007 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Sharon L. Alleman
Phone Number: 201-352-3000
Registered State(s):
  • CT
  • 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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