Brennan Collins, financial advisor Springfield MA

Brennan Collins

CRD Number: 6413149
Current Firm: Ubs Financial Services Inc.

Brennan Collins (CRD# 6413149) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 9 years of experience in the finance industry. Brennan Collins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ubs Financial Services Inc. Springfield, MA Sep 2017 - Current 6
Bank Of America, N.a. Springfield, MA Jan 2015 - Sep 2017 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield, MA Oct 2014 - Sep 2017 2
Bank Of New York Mellon Wealth Management Boston, MA Nov 2013 - Oct 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Brennan Collins
Phone Number: 201-352-3000
Registered State(s):
  • CT
  • 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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