Noah Levine, financial advisor Park City UT

Noah Levine

CRD Number: 4277959
Current Firm: Ubs Financial Services Inc.

Noah Levine (CRD# 4277959) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Park City, UT and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Park City, UT Nov 2013 - Current 7
Ubs Financial Services Inc. Salt Lake City, UT Oct 2008 - Nov 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S65 NASAA Investment Advisors Law Examination Nov 2000
Contact Info for Noah Levine
Phone Number: 201-352-3000
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    591,361
    MILLIONS
  • Total Number of Accounts
    975,301
    ACCOUNTS
  • Average Account Value
    $606,337
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

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