Ubs Financial Services Inc.

Ubs Financial Services Inc. (CRD# 8174) is a financial advisory firm headquartered in Weehawken, NJ. They manage $600,808,847,012 in 1,077,471 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    600,809
    MILLION
  • Total Number of Accounts
    1,077,471
    ACCOUNTS
  • Average Account Value
    $557,610
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 61 - 70 of 9,239 top financial advisors.
61
Vivian H. Aguirre
CRD#: 3161435
131 South Rodeo Drive, Suite 300, Beverly Hills, CA 90212

Vivian Aguirre (CRD# 3161435) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beverly Hills, CA and has over 21 years of experience in the finance industry.

62
Blaise J. Ahearn
CRD#: 6027121
3 Park Place, 3rd Floor, Annapolis, MD 21401

Blaise Ahearn (CRD# 6027121) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Annapolis, MD and has over 6 years of experience in the finance industry.

63
John L. Ahearn
CRD#: 1654366
3 Park Place, 3rd Floor, Annapolis, MD 21401

John Ahearn (CRD# 1654366) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Annapolis, MD and has over 36 years of experience in the finance industry.

64
Naveed A. Ahmady
CRD#: 6528663
One City Center, 10th Floor, Portland, ME 04101

Naveed Ahmady (CRD# 6528663) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 8 years of experience in the finance industry.

65
Jasmine H. Ahmed
CRD#: 5675316
Lincoln Harbor, 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086

Jasmine Ahmed (CRD# 5675316) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 13 years of experience in the finance industry.

66
Charles W. Ahto
CRD#: 1039561
500 Campus Drive, 2nd Floor, Florham Park, NJ 07932

Charles Ahto (CRD# 1039561) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Florham Park, NJ and has over 38 years of experience in the finance industry.

67
Kiran K. Ahuja
CRD#: 5809927
1200 Harbor Boulevard, Weehawken, NJ 07086

Kiran Ahuja (CRD# 5809927) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 12 years of experience in the finance industry.

68
David J. J. Aigner
CRD#: 1080338
4400 Post Oak Parkway, Houston, TX 77027

David J. Aigner (CRD# 1080338) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 41 years of experience in the finance industry.

69
Christopher C. Aitken
CRD#: 1470109
816 Highway A1a North, Suite 300, Ponte Vedra Beach, FL 32082

Christopher Aitken (CRD# 1470109) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Ponte Vedra Beach, FL and has over 38 years of experience in the finance industry.

70
Michael J. Ajlouny
CRD#: 2564800
32300 Northwestern Hwy Ste 150, Farmington Hills, MI 48334

Michael Ajlouny (CRD# 2564800) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Farmington Hills, MI and has over 29 years of experience in the finance industry.

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