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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    300,881
    MILLION
  • Total Number of Accounts
    301,908
    ACCOUNTS
  • Average Account Value
    $996,600
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Ubs Asset Management (americas) Inc.
Showing 1 - 10 of 25 top financial advisors.
1
Michael S. Belasco
CRD#: 4649742
787 7th Avenue, New York, NY 10019

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.

2
Stephen E. Canter
CRD#: 6002812
252 Henry Street, Fairfield, CT 06824

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.

3
Enrique A. Davila
CRD#: 6539711
787 7th Avenue, New York, NY 10019

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.

4
Cathy A. Desjardins
CRD#: 1591293
370 17th Street , Suite 4100, Denver, CO 80202

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.

5
Robert J. Dorfman
CRD#: 2155286
3801 Pga Boulevard, 10th Fl., Palm Beach Gardens, FL 33410

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.

6
Jeffrey Hans
CRD#: 4032912
787 Seventh Avenue, 787 Tower, New York, NY 10019

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.

7
Filippo Ilardi
CRD#: 5501263
787 7th Avenue, New York, NY 10019

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.

8
Anthony J. Liotti
CRD#: 2263711
787 7th Avenue, New York, NY 10019

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.

9
Kathryn Lopresti
CRD#: 5555982
787 7th Avenue, New York, NY 10019

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.

10
Mark M. McMillan
CRD#: 2489274
131 South Rodeo Drive, Suite 200, Beverly Hills, CA 90212

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.

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