Bryan Schoff, financial advisor Rochester NY
89 score

Bryan Schoff

CRD Number: 6232910
Current Firm: Ubs Financial Services Inc.

Bryan Schoff (CRD# 6232910) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Rochester, NY Dec 2014 - Current 2
Bank Of America, N.a. Great Neck, NY Jan 2014 - Nov 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck, NY Jul 2013 - Nov 2014 1
Cumulus Broadcasting New York, NY Nov 2010 - Jul 2013 2
Cbs Radio New York, NY May 2009 - Oct 2010 1
Unemployed Rochester, NY Nov 2008 - Apr 2009 < 1
Sutherland Global Services Rochester, NY Sep 2008 - Nov 2008 < 1
Unemployed Rochester, NY Jun 2008 - Sep 2008 < 1
Saint Bonaventure University Saint Bonaventure, NY Aug 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Bryan W. Schoff
Phone Number: 201-352-3000
Registered State(s):
  • CT
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
89
Clean Record
This advisor has a clean track record with regulators.

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