Stephen McCashin, financial advisor Alamo CA

Stephen McCashin

CRD Number: 4429557
Current Firm: Ubs Financial Services Inc.

Stephen McCashin (CRD# 4429557) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Alamo, CA and has over 22 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Ubs Financial Services Inc. Walnut Creek, CA Jul 2022 - Current 1
Jpmorgan Chase Bank, N.a. San Francisco, CA Dec 2018 - Jul 2022 3
Jpmorgan Securities, LLC San Francisco, CA Dec 2018 - Jul 2022 3
Ubs Financial Services Inc. San Francisco, CA Oct 2013 - Nov 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S65 NASAA Investment Advisors Law Examination Feb 2005
Contact Info for Stephen F. McCashin
Phone Number: 201-352-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    600,809
    MILLIONS
  • Total Number of Accounts
    1,077,471
    ACCOUNTS
  • Average Account Value
    $557,610
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

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