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).
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Total Assets Under Management367,882MILLION
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Total Number of Accounts353,259ACCOUNTS
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Average Account Value$1,041,395
- 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
Brandon Melbye (CRD# 5195034) is an Investment Advisor Representative working at Ubs Asset Management (americas) LLC in New York, NY and has over 11 years of experience in the finance industry.
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.
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.
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.
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.
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.
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.
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.
Neil Talbot (CRD# 2587870) is an Investment Advisor Representative working at Ubs Asset Management (americas) LLC in Los Angeles, CA and has over 29 years of experience in the finance industry.
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.