Ubs Asset Management (americas) Inc.
Ubs Asset Management (americas) Inc. (CRD# 106838) is a financial advisory firm headquartered in New York, NY. They manage $300,881,452,905 in 301,908 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management300,881MILLION
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Total Number of Accounts301,908ACCOUNTS
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Average Account Value$996,600
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Michael Belasco (CRD# 4649742) is an Investment Advisor Representative working at Ubs Asset Management (americas) Inc. in New York, NY and has over 8 years of experience in the finance industry.
Stephen Canter (CRD# 6002812) is an Investment Advisor Representative working at Ubs Asset Management (americas) Inc. in Fairfield, CT and has over 10 years of experience in the finance industry.
Enrique Davila (CRD# 6539711) is an Investment Advisor Representative working at Ubs Asset Management (americas) Inc. in New York, NY and has over 7 years of experience in the finance industry.
Cathy Desjardins (CRD# 1591293) is an Investment Advisor Representative working at Ubs Asset Management (americas) Inc. in Denver, CO and has over 27 years of experience in the finance industry.
Robert Dorfman (CRD# 2155286) is an Investment Advisor Representative working at Ubs Asset Management (americas) Inc. in Palm Beach Gardens, FL and has over 28 years of experience in the finance industry.
Jeffrey Hans (CRD# 4032912) is an Investment Advisor Representative working at Ubs Asset Management (americas) Inc. in New York, NY and has over 22 years of experience in the finance industry.
Filippo Ilardi (CRD# 5501263) is an Investment Advisor Representative working at Ubs Asset Management (americas) Inc. in New York, NY and has over 8 years of experience in the finance industry.
Anthony Liotti (CRD# 2263711) is an Investment Advisor Representative working at Ubs Asset Management (americas) Inc. in New York, NY and has over 29 years of experience in the finance industry.
Kathryn Lopresti (CRD# 5555982) is an Investment Advisor Representative working at Ubs Asset Management (americas) Inc. in New York, NY and has over 12 years of experience in the finance industry.
Mark McMillan (CRD# 2489274) is an Investment Advisor Representative working at Ubs Asset Management (americas) Inc. in Beverly Hills, CA and has over 28 years of experience in the finance industry.