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 151 - 160 of 9,199 top financial advisors.
151
Vanessa G. Anderson
CRD#: 3278859
305 Lytton Avenue, Palo Alto, CA 94301

Vanessa Anderson (CRD# 3278859) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 24 years of experience in the finance industry.

152
Zachary D. Anderson
CRD#: 3247098
325 N Old Woodward Ave, Suite 200, Birmingham, MI 48009

Zachary Anderson (CRD# 3247098) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Birmingham, MI and has over 24 years of experience in the finance industry.

153
Jenny B. Andersson
CRD#: 4412840
500 Exchange Street, Suite 1210, Providence, RI 02903

Jenny Andersson (CRD# 4412840) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Providence, RI and has over 22 years of experience in the finance industry.

154
David J. Andreadis
CRD#: 2240219
1501 K. Street Nw, Washington, DC 20005

David Andreadis (CRD# 2240219) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 31 years of experience in the finance industry.

155
Peter A. Andreasen
CRD#: 4038373
600 West Broadway, Suite 2100, San Diego, CA 92101

Peter Andreasen (CRD# 4038373) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Diego, CA and has over 24 years of experience in the finance industry.

156
Stephen Andres
CRD#: 5342621
555 California Street, 32nd Floor/ Suite 3200, San Francisco, CA 94104

Stephen Andres (CRD# 5342621) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 16 years of experience in the finance industry.

157
Darcy G. Andrews
CRD#: 5658798
2301 W. Big Beaver Road, Suite 800, Troy, MI 48084

Darcy Andrews (CRD# 5658798) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Troy, MI and has over 14 years of experience in the finance industry.

158
Robert C. Andrews
CRD#: 1747140
3102 West End Avenue, Suite 500, Nashville, TN 37203

Robert Andrews (CRD# 1747140) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Nashville, TN and has over 36 years of experience in the finance industry.

159
Carlyn M. Angelette
CRD#: 6702435
3560 Lenox Road Ne, 28th Floor, Atlanta, GA 30326

Carlyn Angelette (CRD# 6702435) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Atlanta, GA and has over 5 years of experience in the finance industry.

160
Robert F. Angeline
CRD#: 1230534
101 West Elm Street, Conshohocken, PA 19428

Robert Angeline (CRD# 1230534) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Conshohocken, PA and has over 40 years of experience in the finance industry.

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