Ubs Financial Services Inc.

Ubs Financial Services Inc. (CRD# 8174) is a financial advisory firm headquartered in Weehawken, NJ. They manage $702,387,082,915 in 1,093,486 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    702,387
    MILLION
  • Total Number of Accounts
    1,093,486
    ACCOUNTS
  • Average Account Value
    $642,338
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
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 21 - 30 of 9,222 top financial advisors.
21
John G. Acker
CRD#: 3024367
1999 Avenue Of The Stars, Suite 3600, Los Angeles, CA 90067

John Acker (CRD# 3024367) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 25 years of experience in the finance industry.

22
Ariana C. Acosta
CRD#: 5244739
299 Park Ave, 8th, 9th 11th Floor, New York, NY 10171

Ariana Acosta (CRD# 5244739) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 17 years of experience in the finance industry.

23
Elizabeth Adam
CRD#: 1654353
1200 Harbor Boulevard, Weehawken, NJ 07086

Elizabeth Adam (CRD# 1654353) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 27 years of experience in the finance industry.

24
Chad Adams
CRD#: 4945927
3000 A Street, Suite 100, Anchorage, AK 99503

Chad Adams (CRD# 4945927) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Anchorage, AK and has over 17 years of experience in the finance industry.

25
Claire A. Adams
CRD#: 1257320
55 William Street, Wellesley, MA 02481

Claire Adams (CRD# 1257320) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 39 years of experience in the finance industry.

26
Daniel R. Adams
CRD#: 1754705
2 Union Plaza, New London, CT 06320

Daniel Adams (CRD# 1754705) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 36 years of experience in the finance industry.

27
Donald W. Adams
CRD#: 1986789
681 East Lake Street, Suite 354, Wayzata, MN 55391

Donald Adams (CRD# 1986789) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wayzata, MN and has over 34 years of experience in the finance industry.

28
Douglas S. Adams
CRD#: 2899466
925 4th Ave, 31st & 32nd Floor, Seattle, WA 98104

Douglas Adams (CRD# 2899466) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seattle, WA and has over 26 years of experience in the finance industry.

29
Holly L. Adams
CRD#: 6308347
3102 West End Avenue, Suite 780, Nashville, TN 37203

Holly Adams (CRD# 6308347) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Nashville, TN and has over 8 years of experience in the finance industry.

30
Jason S. Adams
CRD#: 3263959
7272 Wisconsin Avenue 23rd Floor, Bethesda, MD 20814

Jason Adams (CRD# 3263959) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 23 years of experience in the finance industry.

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