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
Seth Adamson (CRD# 6690104) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 7 years of experience in the finance industry.
Mark Addessi (CRD# 1093993) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 41 years of experience in the finance industry.
Paul Addo (CRD# 5422664) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Denver, CO and has over 13 years of experience in the finance industry.
Stephen Adeletti (CRD# 1619222) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 37 years of experience in the finance industry.
Nikolas Adell (CRD# 2779047) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beverly Hills, CA and has over 25 years of experience in the finance industry.
John Adelman (CRD# 1526309) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 29 years of experience in the finance industry.
John Aderholdt (CRD# 1673532) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greensboro, NC and has over 36 years of experience in the finance industry.
William Aderholdt (CRD# 5854063) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greensboro, NC and has over 12 years of experience in the finance industry.
Alexandria Adiutori (CRD# 6737880) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Gatos, CA and has over 5 years of experience in the finance industry.
Mary Adkins (CRD# 4511877) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Knoxville, TN and has over 21 years of experience in the finance industry.