Gregg Abernathy, financial advisor San Francisco CA

Gregg Abernathy

CRD Number: 2531770
Current Firm: Ubs Financial Services Inc.

Gregg Abernathy (CRD# 2531770) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. San Francisco, CA Sep 2008 - Current 11
Walter A Haas School Of Business Berkeley, CA Aug 1993 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1994
S65 NASAA Investment Advisors Law Examination Oct 1994
Contact Info for Gregg A. Abernathy
Phone Number: 201-352-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    496,035
    MILLIONS
  • Total Number of Accounts
    957,738
    ACCOUNTS
  • Average Account Value
    $517,923
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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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