Brett Schumbacker, financial advisor Naples FL

Brett Schumbacker

CRD Number: 7013541
Current Firm: Ubs Financial Services Inc.

Brett Schumbacker (CRD# 7013541) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Naples, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Naples, FL Sep 2018 - Current 5
Fortified Funding Ft Lauderdale, FL Jun 2018 - Aug 2018 < 1
Fsu Athletic Department Tallahassee, FL Sep 2017 - May 2018 < 1
Florida State University Tallahasee, FL Jun 2014 - May 2018 3
Evans Economic Consulting Tallahassee, FL Mar 2017 - Sep 2017 < 1
Sky King Ft Myers, FL Jun 2016 - Jul 2016 < 1
Red Robin Tallahassee, FL Apr 2016 - Jun 2016 < 1
Target Ft Myers And Tallahassee Locations, FL Jun 2015 - Dec 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Brett J. Schumbacker
Phone Number: 201-352-3000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    702,387
    MILLIONS
  • Total Number of Accounts
    1,093,486
    ACCOUNTS
  • Average Account Value
    $642,338
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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