Brian BelakCRD Number: 5572305
Current Firm: Ubs Financial Services Inc.
Brian Belak (CRD# 5572305) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Stamford, CT and has over 3 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Ubs Financial Services Inc.||Stamford, CT||Dec 2015 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Stamford, CT||Oct 2015 - Dec 2015||< 1|
|Ubs Financial Services Inc.||Stamford, CT||Feb 2014 - Oct 2015||1|
|Barlcays Capital Inc.||New York, NY||May 2011 - Jan 2014||2|
|Gettysburg College||Gettysburg, PA||Aug 2007 - May 2011||3|
|Peoples United Finacial, Inc.||Bridgeport, CT||May 2010 - Aug 2010||< 1|
|Peoples United Financial, Inc.||Bridgeport, CT||May 2009 - Aug 2009||< 1|
|Ubs Financial Services Inc.||Stamford, CT||Jun 2008 - Aug 2008||< 1|
|Unemployed||New Canaan, CT||Jun 2007 - Aug 2007||< 1|
|New Canaan High School||New Canaan, CT||Sep 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
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