Susan Bush, financial advisor Northbrook IL

Susan Bush

CRD Number: 1084180
Current Firm: Ubs Financial Services Inc.

Susan Bush (CRD# 1084180) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northbrook, IL and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services, Inc. Chicago, IL Jan 2024 - Current < 1
Bank Of America, Na Lake Forest, IL Dec 2009 - Jan 2024 14
Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook, IL Oct 1982 - Jan 2024 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination Jul 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Susan A. Bush
Phone Number: 201-352-3000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    600,809
    MILLIONS
  • Total Number of Accounts
    1,077,471
    ACCOUNTS
  • Average Account Value
    $557,610
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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