Samuel Aaron Dewitt, financial advisor New York NY
90 score

Samuel Aaron Dewitt

CRD Number: 5998828
Current Firm: Ubs Financial Services Inc.

Samuel Aaron Dewitt (CRD# 5998828) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services New York, NY Dec 2014 - Current 2
Unemployed New York, NY Sep 2014 - Dec 2014 < 1
Government Of Israel Tel Aviv, Feb 2013 - Aug 2014 1
Merrill Lynch, Pierce, Fenner &amp; Smith Incorporated Plantation, FL Nov 2012 - Jan 2013 < 1
Unemployed Miami, FL Aug 2012 - Nov 2012 < 1
Ing Financial Partners, Inc. Tysons Corner, VA Dec 2011 - Aug 2012 < 1
Ing Financial Partners, Inc. Tysons Corner, VA Nov 2011 - Aug 2012 < 1
National Railroad Passenger Corp. Washington, DC Sep 2011 - Dec 2011 < 1
National Railroad Passenger Corp. Washington, DC Aug 2011 - Dec 2011 < 1
George Washington University Washington, DC Sep 2008 - Dec 2011 3
George Washington University Washington, DC Aug 2008 - Dec 2011 3
Time Warner Cable Washington, DC May 2011 - Aug 2011 < 1
Time Warner Cable Washington, DC Apr 2011 - Aug 2011 < 1
Apco Worldwide Washington, DC Aug 2010 - Apr 2011 < 1
Apco Worldwide Washington, DC Aug 2010 - Apr 2011 < 1
Dewey Square Group Washington, DC May 2010 - Aug 2010 < 1
Dewey Square Group Washington, DC Apr 2010 - Aug 2010 < 1
Inform Business Impact Washington, DC Jan 2010 - Apr 2010 < 1
Office Of Congressman Ed Perlmutter Washington, DC Dec 2009 - Apr 2010 < 1
Office Of Congressman Ed Perlmutter Washington, DC Sep 2009 - Dec 2009 < 1
Inform Business Impact Washington, DC Sep 2009 - Dec 2009 < 1
Walt Whitman High School Huntington Station, NY Sep 2005 - Aug 2008 2
Walt Whitman High School Huntington Station, NY Aug 2005 - Aug 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Samuel Aaron A. Dewitt
Phone Number: 201-352-3000
Registered State(s):
  • NJ
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
90
Clean Record
This advisor has a clean track record with regulators.

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