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
Laurie Barry (CRD# 1979987) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chicago, IL and has over 34 years of experience in the finance industry.
Gary Barss (CRD# 2297071) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tacoma, WA and has over 31 years of experience in the finance industry.
Bradley Bartel (CRD# 4874599) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rocky River, OH and has over 19 years of experience in the finance industry.
Joseph Bartell (CRD# 5657309) is an Investment Advisor Representative working at Ubs Financial Services Inc. in West Lebanon, NH and has over 9 years of experience in the finance industry.
Jonathan Barter (CRD# 2975538) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 26 years of experience in the finance industry.
Shawn Barth (CRD# 4642944) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Nashville, TN and has over 21 years of experience in the finance industry.
Joy Barthlow (CRD# 3069269) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Troy, MI and has over 21 years of experience in the finance industry.
Arthur Bartholomew (CRD# 725033) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Conshohocken, PA and has over 43 years of experience in the finance industry.
Joe Bartlett (CRD# 5217537) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portalnd, OR and has over 17 years of experience in the finance industry.
Sam Bartolai (CRD# 1138782) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Barrington, IL and has over 37 years of experience in the finance industry.