Edward Van Der Velden, financial advisor San Mateo CA

Edward Van Der Velden

CRD Number: 6634981
Current Firm: Ubs Financial Services Inc.

Edward Van Der Velden (CRD# 6634981) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Mateo, CA and has over 2 years of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Ubs Financial Services San Mateo, CA Aug 2018 - Current 3
Ubs Financial Services San Mateo, CA Sep 2017 - Aug 2018 < 1
Santa Clara University Santa Clara, CA Sep 2014 - Jun 2018 3
Morgan Stanley Bellevue, WA Jun 2017 - Sep 2017 < 1
Ubs Financial Services San Jose, CA Apr 2016 - Jun 2017 1
Jones Lang Lasalle Seattle, WA Jun 2015 - Sep 2015 < 1
Finagraph Mercer Island, WA Jun 2015 - Sep 2015 < 1
Newcastle Golf Course Newcastle, WA Jun 2014 - Sep 2014 < 1
Mercer Island High School Mercer Island, WA Sep 2010 - Jun 2014 3
Mercer Island Beach Club Mercer Island, WA Jun 2012 - Sep 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Edward R. Van Der Velden
Phone Number: 201-352-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    572,471
    MILLIONS
  • Total Number of Accounts
    1,003,533
    ACCOUNTS
  • Average Account Value
    $570,455
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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