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 41 - 50 of 9,288 top financial advisors.
41
Jonathan Adamsky, financial advisor Armonk NY
Jonathan A. Adamsky
CRD#: 2933918
Armonk, NY

Jonathan Adamsky (CRD# 2933918) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Armonk, NY and has over 25 years of experience in the finance industry.

42
Bryan Adamson, financial advisor Davenport IA
Bryan C. Adamson
CRD#: 4397919
5515 Utica Ridge Road, Davenport, IA 52807

Bryan Adamson (CRD# 4397919) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Davenport, IA and has over 22 years of experience in the finance industry.

43
Seth Adamson, financial advisor Cincinnati OH
Seth L. Adamson
CRD#: 6690104
The Towers At Kenwood, 8044 Montgomery Road, Ste. 100w, Cincinnati, OH 45236

Seth Adamson (CRD# 6690104) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 6 years of experience in the finance industry.

44
Mark Addessi, financial advisor New York NY
Mark A. Addessi
CRD#: 1093993
1285 Avenue Of The Americas, 15 Thru 18th Floors, New York, NY 10019

Mark Addessi (CRD# 1093993) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 40 years of experience in the finance industry.

45
Paul Addo, financial advisor Denver CO
Paul K. Addo
CRD#: 5422664
205 Detroit Street, 5th Floor, Denver, CO 80206

Paul Addo (CRD# 5422664) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Denver, CO and has over 13 years of experience in the finance industry.

46
Stephen Adeletti, financial advisor New London CT
Stephen J. Adeletti
CRD#: 1619222
2 Union Plaza, New London, CT 06320

Stephen Adeletti (CRD# 1619222) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New London, CT and has over 36 years of experience in the finance industry.

47
Nikolas Adell, financial advisor Beverly Hills CA
Nikolas Adell
CRD#: 2779047
131 South Rodeo Drive, Suite 300, Beverly Hills, CA 90212

Nikolas Adell (CRD# 2779047) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beverly Hills, CA and has over 25 years of experience in the finance industry.

48
John Adelman, financial advisor New York NY
John H. Adelman
CRD#: 1526309
1285 Avenue Of The Americas, 15 Thru 18th Floors, New York, NY 10019

John Adelman (CRD# 1526309) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 28 years of experience in the finance industry.

49
John Aderholdt, financial advisor Greensboro NC
John M. Aderholdt
CRD#: 1673532
Signature Place At Gre, 3200 Northline Avenue, Ste 100, Greensboro, NC 27408

John Aderholdt (CRD# 1673532) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greensboro, NC and has over 35 years of experience in the finance industry.

50
William Aderholdt, financial advisor Greensboro NC
William Aderholdt
CRD#: 5854063
717 Green Valley Road, Suite 250, Greensboro, NC 27408

William Aderholdt (CRD# 5854063) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greensboro, NC and has over 12 years of experience in the finance industry.

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