Brendan Graham (CRD# 6070199) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 4 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
CRD# 832532
Altium Wealth Management LLC
Score
107
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Weehawken, NJ | Nov 2013 - Current | 4 |
| Ubs Financial Services Inc. | Weehawken, NJ | Aug 2013 - Nov 2013 | < 1 |
| N/a | New York, NY | May 2013 - Aug 2013 | < 1 |
| Tulane University Office Of Student Affairs | New Orleans, LA | Aug 2012 - May 2013 | < 1 |
| Tulane University | New Orleans, LA | Aug 2009 - May 2013 | 3 |
| Ubs Wealth Management Americas | New York, NY | Jun 2012 - Aug 2012 | < 1 |
| Tulane University Office Of Student Affairs | New Orleans, LA | Jan 2011 - May 2012 | 1 |
| Td Bank | New York, NY | Jun 2011 - Aug 2011 | < 1 |
| Ymca | Brooklyn, NY | Jun 2010 - Aug 2010 | < 1 |
| Ymca | Brooklyn, NY | Jun 2009 - Aug 2009 | < 1 |
| Regis High School | New York, NY | Sep 2005 - Jun 2009 | 3 |
| Ymca | Brooklyn, NY | Jun 2008 - Aug 2008 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- NJ
-
Total Assets Under Management391,710MILLIONS
-
Total Number of Accounts885,967ACCOUNTS
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Average Account Value$442,127
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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