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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.