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).

Current Firm Details
1200 Harbor Boulevard, Weehawken, NJ 07086
https://www.linkedin.com/in/markhaefele/
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 31 - 40 of 9,288 top financial advisors.
31
Jason Adams, financial advisor Bethesda MD
Jason S. Adams
CRD#: 3263959
7272 Wisconsin Avenue 23rd Floor, Bethesda, MD 20814

Jason Adams (CRD# 3263959) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 23 years of experience in the finance industry.

32
Jeffrey Adams, financial advisor San Diego CA
Jeffrey P. Adams
CRD#: 2768332
12220 El Camino Real, Suite 400, San Diego, CA 92130

Jeffrey Adams (CRD# 2768332) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Diego, CA and has over 26 years of experience in the finance industry.

33
John Adams, financial advisor Seattle WA
John S. Adams
CRD#: 1159791
925 4th Ave, 31st & 32nd Floor, Seattle, WA 98104

John Adams (CRD# 1159791) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seattle, WA and has over 40 years of experience in the finance industry.

34
Michael Adams, financial advisor Omaha NE
Michael R. Adams
CRD#: 3017989
13815 Fnb Parkway Suite 300, Omaha, NE 68154

Michael Adams (CRD# 3017989) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Omaha, NE and has over 25 years of experience in the finance industry.

35
Nichole Elizabeth Adams, financial advisor La Jolla CA
Nichole Elizabeth E. Adams
CRD#: 4907232
1200 Prospect Street, Suite 100, La Jolla, CA 92037

Nichole Elizabeth Adams (CRD# 4907232) is an Investment Advisor Representative working at Ubs Financial Services Inc. in La Jolla, CA and has over 18 years of experience in the finance industry.

36
Patrick Adams, financial advisor Alexandria VA
Patrick M. Adams
CRD#: 2039213
110 S. Union St., Suite 101, Alexandria, VA 22314

Patrick Adams (CRD# 2039213) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Alexandria, VA and has over 33 years of experience in the finance industry.

37
Paul Adams, financial advisor Bellevue WA
Paul R. Adams
CRD#: 2921005
225 108th Avenue Ne, Suite 800, Bellevue, WA 98004

Paul Adams (CRD# 2921005) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bellevue, WA and has over 25 years of experience in the finance industry.

38
Seth Adams, financial advisor New London CT
Seth C. Adams
CRD#: 3138057
2 Union Plaza, New London, CT 06320

Seth Adams (CRD# 3138057) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 24 years of experience in the finance industry.

39
Daniel Adams Jr, financial advisor New London CT
Daniel R. Adams Jr
CRD#: 5962487
2 Union Plaza, New London, CT 06320

Daniel Adams Jr (CRD# 5962487) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 11 years of experience in the finance industry.

40
Lena Adams-Winkel, financial advisor Mcallen TX
Lena N. Adams-Winkel
CRD#: 3169753
1700 South 10th Street, Paseo Plaza Shopping Center, Mcallen, TX 78503

Lena Adams-Winkel (CRD# 3169753) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mcallen, TX and has over 24 years of experience in the finance industry.

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