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
Tracy Anton (CRD# 3178051) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 14 years of experience in the finance industry.
Natasha Antonakos (CRD# 5388994) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boston, MA and has over 16 years of experience in the finance industry.
Roland Antonides (CRD# 4030219) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 6 years of experience in the finance industry.
Meghan Antonucci (CRD# 5649931) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Everett, WA and has over 10 years of experience in the finance industry.
Ella Apalisok (CRD# 4876885) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seattle, WA and has over 19 years of experience in the finance industry.
Irene Apgar (CRD# 2976222) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 25 years of experience in the finance industry.
Nicholas Aponte (CRD# 6514669) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Melville, NY and has over 6 years of experience in the finance industry.
Elliott Appel (CRD# 5543428) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 7 years of experience in the finance industry.
Michael Appelbaum (CRD# 2363285) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 30 years of experience in the finance industry.
Shannon Appleby (CRD# 4308112) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 22 years of experience in the finance industry.