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).
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Total Assets Under Management702,387MILLION
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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
Jeffrey Adams (CRD# 2768332) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Diego, CA and has over 27 years of experience in the finance industry.
John Adams (CRD# 1159791) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seattle, WA and has over 40 years of experience in the finance industry.
Nichole Elizabeth Adams (CRD# 4907232) is an Investment Advisor Representative working at Ubs Financial Services Inc. in La Jolla, CA and has over 18 years of experience in the finance industry.
Patrick Adams (CRD# 2039213) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Alexandria, VA and has over 34 years of experience in the finance industry.
Paul Adams (CRD# 2921005) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bellevue, WA and has over 26 years of experience in the finance industry.
Seth Adams (CRD# 3138057) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 24 years of experience in the finance industry.
Daniel Adams Jr (CRD# 5962487) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 11 years of experience in the finance industry.
Lena Adams-Winkel (CRD# 3169753) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mcallen, TX and has over 25 years of experience in the finance industry.
Jonathan Adamsky (CRD# 2933918) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Armonk, NY and has over 26 years of experience in the finance industry.
Bryan Adamson (CRD# 4397919) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Davenport, IA and has over 22 years of experience in the finance industry.