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 81 - 90 of 9,235 top financial advisors.
81
John A. Alex
CRD#: 5473968
1285 Avenue Of The Americas, 15 Thru 18th Floors, New York, NY 10019

John Alex (CRD# 5473968) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 12 years of experience in the finance industry.

82
Elizabeth W. Alexander
CRD#: 5547730
3700 Glenwood Avenue Suite 300, Raleigh, NC 27612

Elizabeth Alexander (CRD# 5547730) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Raleigh, NC and has over 6 years of experience in the finance industry.

83
Marchelle Y. Alexander
CRD#: 2196883
4622 Pennsylvania Avenue, 8th Floor, Kansas City, MO 64112

Marchelle Alexander (CRD# 2196883) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Kansas City, MO and has over 29 years of experience in the finance industry.

84
Nicholas R. Alexander
CRD#: 4428250
600 Superior Ave E. - 27th Floor, Cleveland, OH 44114

Nicholas Alexander (CRD# 4428250) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cleveland, OH and has over 20 years of experience in the finance industry.

85
Thomas L. Alexander
CRD#: 4474690
8415 Maddox Drive, Suite 101, Lincoln, NE 68520

Thomas Alexander (CRD# 4474690) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lincoln, NE and has over 22 years of experience in the finance industry.

86
Bianka H. Alexandre
CRD#: 5422024
4400 Post Oak Parkway, Suite 1800, Houston, TX 77027

Bianka Alexandre (CRD# 5422024) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 10 years of experience in the finance industry.

87
Sonia D. Alexis
CRD#: 2381469
925 4th Ave, 31st & 32nd Floor, Seattle, WA 98104

Sonia Alexis (CRD# 2381469) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seattle, WA and has over 30 years of experience in the finance industry.

88
Peter J. Alexopoulos
CRD#: 2955131
One Monarch Place, Suite 1400, Springfield, MA 01144

Peter Alexopoulos (CRD# 2955131) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 26 years of experience in the finance industry.

89
Gregory B. Alford
CRD#: 2314588
4001 Carmichael Road, Suite 400, Montgomery, AL 36106

Gregory Alford (CRD# 2314588) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Montgomery, AL and has over 31 years of experience in the finance industry.

90
Mariana L. Ali
CRD#: 5202304
One Post Office Square, Boston, MA 02109

Mariana Ali (CRD# 5202304) 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.

PREV ... 5 6 7 8 9 10 11 12 13 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.