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
Mark Alibrandi (CRD# 2271656) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Naples, FL and has over 31 years of experience in the finance industry.
Michael Alioto (CRD# 702704) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Birmingham, MI and has over 44 years of experience in the finance industry.
Garth Allan (CRD# 5294782) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 16 years of experience in the finance industry.
John Allanson (CRD# 3059) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 37 years of experience in the finance industry.
Sharon Alleman (CRD# 5520454) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hartford, CT and has over 15 years of experience in the finance industry.
Lorraine Allemand (CRD# 2147445) is an Investment Advisor Representative working at Ubs Financial Services Inc. in The Woodlands, TX and has over 32 years of experience in the finance industry.
Clifford Allen (CRD# 1225821) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Indianapolis, IN and has over 40 years of experience in the finance industry.
Codie Allen (CRD# 5257139) is an Investment Advisor Representative working at Ubs Financial Services Inc. in West Palm Beach, FL and has over 15 years of experience in the finance industry.
Daniel Allen (CRD# 2981060) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palm Beach Gardens, FL and has over 25 years of experience in the finance industry.
Daryl Allen (CRD# 5744346) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 11 years of experience in the finance industry.