Savannah Rath, financial advisor Hunt Valley MD
91 score

Savannah Rath

CRD Number: 6234992
Current Firm: Ubs Financial Services Inc.

Savannah Rath (CRD# 6234992) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hunt Valley, MD and has over 2 years of experience in the finance industry. Savannah Rath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ubs Financial Services Inc. Hunt Valley, MD Jul 2016 - Current < 1
Lincoln Financial Advisors Hunt Valley, MD Oct 2013 - Jul 2016 2
Lincoln Financial Advisors Corporation Frederick, MD Aug 2013 - Oct 2013 < 1
Unemployed Cockeysville, MD Aug 2012 - Aug 2013 1
University Of Alabama Distance Learning Tuscaloosa, AL Jan 2010 - Aug 2012 2
Fx Studios Hunt Valley, MD Mar 2010 - Aug 2010 < 1
University Of Alabama (tuscaloosa) Tuscaloosa, AL Aug 2009 - Dec 2009 < 1
Buffalo Wild Wings Tuscaloosa, AL Aug 2009 - Oct 2009 < 1
Cheesecake Factory Towson, MD Aug 2008 - Aug 2009 1
Towson University Towson, MD Aug 2008 - Jun 2009 < 1
Fx Studios Hunt Valley, MD May 2008 - Aug 2008 < 1
University Of Alabama (tuscaloosa) Tuscaloosa, AL Aug 2007 - May 2008 < 1
Tan Stand Beach Club Hunt Valley, MD Mar 2007 - Aug 2007 < 1
Hereford High School Tuscaloosa, MD Aug 2004 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Savannah K. Rath
Phone Number: 201-352-3000
Registered State(s):
  • MD
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
91
Clean Record
This advisor has a clean track record with regulators.

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