Daniel PrimeauCRD Number: 5050232
Current Firm: Ubs Asset Management (americas) Inc.
Daniel Primeau (CRD# 5050232) is an Investment Advisor Representative working at Ubs Asset Management (americas) Inc. in New York, NY and has over 11 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Ubs Gam Formerly Rt Capital||Montreal,||Sep 1988 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2010|
Total Assets Under Management269,173MILLIONS
Total Number of Accounts208,973ACCOUNTS
Average Account Value$1,288,075
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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