Bryan SchoffCRD 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.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|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|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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