Ubs Asset Management (americas) LLC

Ubs Asset Management (americas) LLC (CRD# 106838) is a financial advisory firm headquartered in New York, NY. They manage $367,882,185,924 in 353,259 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    367,882
    MILLION
  • Total Number of Accounts
    353,259
    ACCOUNTS
  • Average Account Value
    $1,041,395
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) LLC
Showing 11 - 20 of 25 top financial advisors.
11
Brandon Melbye
CRD#: 5195034
787 7th Avenue, New York, NY 10019

Brandon Melbye (CRD# 5195034) is an Investment Advisor Representative working at Ubs Asset Management (americas) LLC in New York, NY and has over 10 years of experience in the finance industry.

12
Marc S. Peterfriend
CRD#: 3095217
787 7th Avenue, New York, NY 10019

Marc Peterfriend (CRD# 3095217) is an Investment Advisor Representative working at Ubs Asset Management (americas) LLC in New York, NY and has over 23 years of experience in the finance industry.

13
Daniel Primeau
CRD#: 5050232
787 7th Avenue, New York, NY 10019

Daniel Primeau (CRD# 5050232) is an Investment Advisor Representative working at Ubs Asset Management (americas) LLC in New York, NY and has over 13 years of experience in the finance industry.

14
Keith C. Ratcliffe
CRD#: 5262323
787 7th Avenue, New York, NY 10019

Keith Ratcliffe (CRD# 5262323) is an Investment Advisor Representative working at Ubs Asset Management (americas) LLC in New York, NY and has over 16 years of experience in the finance industry.

15
Adam Scheiner
CRD#: 1869228
787 Seventh Avenue, 787 Tower, New York, NY 10019

Adam Scheiner (CRD# 1869228) is an Investment Advisor Representative working at Ubs Asset Management (americas) LLC in New York, NY and has over 6 years of experience in the finance industry.

16
Christopher M. Shea
CRD#: 2381031
787 7th Avenue, New York, NY 10019

Christopher Shea (CRD# 2381031) is an Investment Advisor Representative working at Ubs Asset Management (americas) LLC in New York, NY and has over 30 years of experience in the finance industry.

17
Devon Shippee
CRD#: 6453636
787 7th Avenue, New York, NY 10019

Devon Shippee (CRD# 6453636) is an Investment Advisor Representative working at Ubs Asset Management (americas) LLC in New York, NY and has over 5 years of experience in the finance industry.

18
Kevin A. Spano
CRD#: 6584709
787 7th Avenue, New York, NY 10019

Kevin Spano (CRD# 6584709) is an Investment Advisor Representative working at Ubs Asset Management (americas) LLC in New York, NY and has over 8 years of experience in the finance industry.

19
Neil W. Talbot
CRD#: 2587870
787 7th Avenue, New York, NY 10019

Neil Talbot (CRD# 2587870) is an Investment Advisor Representative working at Ubs Asset Management (americas) LLC in New York, NY and has over 29 years of experience in the finance industry.

20
Edmund M. Tran
CRD#: 6147239
787 Seventh Avenue, 787 Tower, New York, NY 10019

Edmund Tran (CRD# 6147239) is an Investment Advisor Representative working at Ubs Asset Management (americas) LLC in New York, NY and has over 9 years of experience in the finance industry.

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