Matthew McMahon, financial advisor Palm Beach Gardens FL

Matthew McMahon

CRD Number: 7418898
Current Firm: Ubs Financial Services Inc.

Matthew McMahon (CRD# 7418898) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.

Similar Advisors
Robert Burns, financial advisor Palm Beach Gardens FL
Robert Burns
CRD# 1690782
J.p. Morgan Securities LLC
Similar Advisors
James Abarquez, financial advisor Palm Beach Gardens FL
James D. Abarquez
CRD# 5575170
Edward Jones
Similar Advisors
Ali Abbas, financial advisor Palm Beach Gardens FL
Ali Abbas
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Ubs Financial Services, Inc. Palm Beach Gardens, FL Aug 2021 - Current < 1
Mvp Sports Clubs Orlando, FL Oct 2016 - May 2021 4
Student Palm Beach Gardens, FL Aug 2009 - May 2018 8
Tj Maxx Jupiter, FL Nov 2014 - Aug 2016 1
Turtle Creek Club Tequesta, FL Dec 2012 - Jan 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2021
Contact Info for Matthew H. McMahon
Phone Number: 201-352-3000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    692,292
    MILLIONS
  • Total Number of Accounts
    1,073,865
    ACCOUNTS
  • Average Account Value
    $644,673
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.