Sarah Lang (CRD# 6891445) is an Investment Advisor Representative working at Ubs Asset Management (americas) LLC in New York, NY and has 1 year of experience in the finance industry.
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 718407
Osaic Wealth, Inc.
CRD# 5834533
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Asset Management | New York, NY | Nov 2022 - Current | 1 |
| Jpmorgan Securities LLC | New York, NY | Nov 2017 - Nov 2022 | 5 |
| Jpmorgan Chase & Company | New York, NY | Jul 2014 - Oct 2017 | 3 |
| University Of Maryland | College Park, MD | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- NY
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Total Assets Under Management367,882MILLIONS
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Total Number of Accounts353,259ACCOUNTS
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Average Account Value$1,041,395
- 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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