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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV