Ubs Financial Services Inc.

Ubs Financial Services Inc. (CRD# 8174) is a financial advisory firm headquartered in Weehawken, NJ. They manage $572,470,625,699 in 1,003,533 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    572,471
    MILLION
  • Total Number of Accounts
    1,003,533
    ACCOUNTS
  • Average Account Value
    $570,455
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Ubs Financial Services Inc.
Showing 1 - 10 of 9,576 top financial advisors.
1
Alexandra N. Abadia
CRD#: 5951708
Lincoln Harbor, 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086

Alexandra Abadia (CRD# 5951708) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 6 years of experience in the finance industry.

2
Kenneth Abady
CRD#: 1563615
12220 El Camino Real, Suite 400, San Diego, CA 92130

Kenneth Abady (CRD# 1563615) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Diego, CA and has over 30 years of experience in the finance industry.

3
Gianni T. Abballe
CRD#: 5753288
13024 Ballantyne Corporate Plaza, Suite 650, Charlotte, NC 28277

Gianni Abballe (CRD# 5753288) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 7 years of experience in the finance industry.

4
Christine L. Abbott
CRD#: 5241462
1251 Ave Of The Americas, 2nd Floor, New York, NY 10020

Christine Abbott (CRD# 5241462) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 14 years of experience in the finance industry.

5
Dane C. Abbott
CRD#: 5619105
1999 Avenue Of The Stars, Suite 3600, Los Angeles, CA 90067

Dane Abbott (CRD# 5619105) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 12 years of experience in the finance industry.

6
Natalia E. Abbott
CRD#: 5016374
3560 Lenox Road Ne, 28th Floor, Atlanta, GA 30326

Natalia Abbott (CRD# 5016374) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Atlanta, GA and has over 15 years of experience in the finance industry.

7
Nicholas G. Abdy
CRD#: 4701550
2840 E. Skyline Drive, Suite 200, Tucson, AZ 85718

Nicholas Abdy (CRD# 4701550) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tucson, AZ and has over 17 years of experience in the finance industry.

8
Gregg A. Abernathy
CRD#: 2531770
555 California Street, 32nd Floor/ Suite 3200, San Francisco, CA 94104

Gregg Abernathy (CRD# 2531770) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 26 years of experience in the finance industry.

9
James E. Abernethy
CRD#: 1821508
380 Knollwood Street, Winston-salem, NC 27103

James Abernethy (CRD# 1821508) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston-salem, NC and has over 33 years of experience in the finance industry.

10
Allen Abney
CRD#: 5549560
100 Crescent Court, Suite 400, Dallas, TX 75201

Allen Abney (CRD# 5549560) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Dallas, TX and has over 11 years of experience in the finance industry.

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