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
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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
Keith Apton (CRD# 4492128) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 22 years of experience in the finance industry.
Dawn Aquilina (CRD# 5258324) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 16 years of experience in the finance industry.
Veronica Aquilina (CRD# 6024935) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 6 years of experience in the finance industry.
Rodrigo Aramburu (CRD# 4269800) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Montevideo, and has over 10 years of experience in the finance industry.
Mauricio Aranguren (CRD# 4975630) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 14 years of experience in the finance industry.
John Aras (CRD# 1271914) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Annapolis, MD and has over 39 years of experience in the finance industry.
Jose Araujo (CRD# 2869893) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 25 years of experience in the finance industry.
Jay D Arbetter (CRD# 1406455) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Plano, TX and has over 38 years of experience in the finance industry.
Daniel Archetti (CRD# 1283265) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 14 years of experience in the finance industry.
Sommer Arekat (CRD# 5802964) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Phoenix, AZ and has over 11 years of experience in the finance industry.