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 121 - 130 of 9,217 top financial advisors.
121
Salvatore Amalfitano
CRD#: 5213956
1000 Harbor Boulevard, Weehawken, NJ 07086

Salvatore Amalfitano (CRD# 5213956) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 5 years of experience in the finance industry.

122
Gustavo A. Amaral
CRD#: 2679024
2121 Rosecrans Avenue, Suite 1300, El Segunda, CA 90245

Gustavo Amaral (CRD# 2679024) is an Investment Advisor Representative working at Ubs Financial Services Inc. in El Segunda, CA and has over 28 years of experience in the finance industry.

123
Jesse M. Amarillas
CRD#: 2755739
2000 Avenue Of The Stars, Los Angeles, CA 90067

Jesse Amarillas (CRD# 2755739) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 27 years of experience in the finance industry.

124
Dante L. Ambrogio
CRD#: 5808242
One State Street, 16th Floor, Hartford, CT 06103

Dante Ambrogio (CRD# 5808242) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hartford, CT and has over 10 years of experience in the finance industry.

125
Kevin Amerio
CRD#: 5117268
184 Liberty Corner Road, Suite 101, Warren, NJ 07059

Kevin Amerio (CRD# 5117268) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 17 years of experience in the finance industry.

126
Gregory J. Amerkanian
CRD#: 2424736
61 South Paramus Road, Mack Center Iv, Paramus, NJ 07652

Gregory Amerkanian (CRD# 2424736) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Paramus, NJ and has over 30 years of experience in the finance industry.

127
Michael Amico
CRD#: 1121993
400 Linden Oaks, Rochester, NY 14625

Michael Amico (CRD# 1121993) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 39 years of experience in the finance industry.

128
Karim Amiryani
CRD#: 4767719
131 South Rodeo Drive, Suite 300, Beverly Hills, CA 90212

Karim Amiryani (CRD# 4767719) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beverly Hills, CA and has over 19 years of experience in the finance industry.

129
Angelo Amitsis
CRD#: 3013556
61 South Paramus Road, Mack Center Iv, Paramus, NJ 07652

Angelo Amitsis (CRD# 3013556) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Paramus, NJ and has over 25 years of experience in the finance industry.

130
Zachary M. Ammirato
CRD#: 3183597
555 California Street, 32nd Floor/ Suite 3200, San Francisco, CA 94104

Zachary Ammirato (CRD# 3183597) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 23 years of experience in the finance industry.

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