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 141 - 150 of 9,217 top financial advisors.
141
Gretchen L. Anderson
CRD#: 2563463
51 Broadway, Fargo, ND 58102

Gretchen Anderson (CRD# 2563463) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fargo, ND and has over 29 years of experience in the finance industry.

142
Jessica L. Anderson
CRD#: 1579811
67 Merchants Row, Suite 102, Rutland, VT 05701

Jessica Anderson (CRD# 1579811) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 37 years of experience in the finance industry.

143
Kristie S. Anderson
CRD#: 4210480
325 N Old Woodward Ave, Suite 200, Birmingham, MI 48009

Kristie Anderson (CRD# 4210480) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Birmingham, MI and has over 23 years of experience in the finance industry.

144
Mark S. Anderson
CRD#: 1381190
325 N Old Woodward Ave, Suite 200, Birmingham, MI 48009

Mark Anderson (CRD# 1381190) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Birmingham, MI and has over 37 years of experience in the finance industry.

145
Paul H. Anderson
CRD#: 1232572
7272 Wisconsin Avenue 23rd Floor, Bethesda, MD 20814

Paul Anderson (CRD# 1232572) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 40 years of experience in the finance industry.

146
Robert S. Anderson
CRD#: 861199
400 S. El Camino Real, Suite 900, San Mateo, CA 94402

Robert Anderson (CRD# 861199) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Mateo, CA and has over 41 years of experience in the finance industry.

147
Robin D. Anderson
CRD#: 5011792
One State Street, 16th Floor, Hartford, CT 06103

Robin Anderson (CRD# 5011792) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hartford, CT and has over 17 years of experience in the finance industry.

148
Ryan P. Anderson
CRD#: 4694431
100 Crescent Court, Suite 600, Dallas, TX 75201

Ryan Anderson (CRD# 4694431) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Dallas, TX and has over 20 years of experience in the finance industry.

149
Stewart G. Anderson
CRD#: 4267010
6100 Tower Circle, Suite 100, Franklin, TN 37067

Stewart Anderson (CRD# 4267010) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Franklin, TN and has over 23 years of experience in the finance industry.

150
Tawana Anderson
CRD#: 5561531
One State Street, 16th Floor, Hartford, CT 06103

Tawana Anderson (CRD# 5561531) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hartford, CT and has over 5 years of experience in the finance industry.

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