Aubrea Ryan, financial advisor Hudson OH
93 score

Aubrea Ryan

CRD Number: 4623944
Current Firm: Ubs Financial Services Inc.

Aubrea Ryan (CRD# 4623944) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hudson, 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. Hudson, OH Dec 2014 - Current 2
Charter One Northfield, OH Jul 2014 - Dec 2014 < 1
Cco Investment Services Corp. Northfield, OH Jul 2014 - Dec 2014 < 1
Ubs Financial Services Inc. Ft Myers, FL Jan 2009 - Mar 2014 5
Morgan Stanley & Company, Incorporated Ft. Myers, FL Apr 2007 - Jan 2009 1
Morgan Stanley Dw, Inc. Cape Coral, FL Feb 2006 - Apr 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S65 NASAA Investment Advisors Law Examination Oct 2009
Contact Info for Aubrea M. Ryan
Phone Number: 201-352-3000
Registered State(s):
  • OH
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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