Laurens Cook, financial advisor New York NY

Laurens Cook

CRD Number: 2557232
Current Firm: Ubs Financial Services Inc.

Laurens Cook (CRD# 2557232) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. New York, NY Feb 2019 - Current 5
Cf Global Trading, LLC New York, NY May 2018 - Feb 2019 < 1
Private Investor Boston, MA Jul 2016 - May 2018 1
J.p. Morgan Securities LLC New York, NY Jan 2013 - Jul 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Oct 2019
Contact Info for Laurens W. Cook
Phone Number: 201-352-3000
Registered State(s):
  • NJ
  • 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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