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).
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Total Assets Under Management600,809MILLION
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Total Number of Accounts1,077,471ACCOUNTS
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Average Account Value$557,610
- 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
Gregory Achten (CRD# 2076400) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 33 years of experience in the finance industry.
John Acker (CRD# 3024367) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 25 years of experience in the finance industry.
Ariana Acosta (CRD# 5244739) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 16 years of experience in the finance industry.
Elizabeth Adam (CRD# 1654353) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 27 years of experience in the finance industry.
Chad Adams (CRD# 4945927) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Anchorage, AK and has over 17 years of experience in the finance industry.
Claire Adams (CRD# 1257320) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 39 years of experience in the finance industry. Claire Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Daniel Adams (CRD# 1754705) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 35 years of experience in the finance industry.
Donald Adams (CRD# 1986789) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wayzata, MN and has over 33 years of experience in the finance industry. Donald Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Douglas Adams (CRD# 2899466) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seattle, WA and has over 26 years of experience in the finance industry.
Holly Adams (CRD# 6308347) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Nashville, TN and has over 8 years of experience in the finance industry.