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
Donald Atherton (CRD# 1865816) is an Investment Advisor Representative working at Ubs Financial Services Inc. in The Woodlands, TX and has over 29 years of experience in the finance industry.
Michael Atkins (CRD# 5478330) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 9 years of experience in the finance industry.
David Atkinson (CRD# 4564047) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 21 years of experience in the finance industry.
Paul Atkinson (CRD# 2493815) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Denver, CO and has over 27 years of experience in the finance industry.
R Atkinson (CRD# 2205730) is an Investment Advisor Representative working at Ubs Financial Services Inc. in College Station, TX and has over 32 years of experience in the finance industry.
Thomas Atkinson (CRD# 5347231) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Coral Gables, FL and has over 17 years of experience in the finance industry.
Chris G. Atsaves (CRD# 3176184) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chicago, IL and has over 25 years of experience in the finance industry.
Sonia Attkiss (CRD# 2936806) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 2 years of experience in the finance industry.
Hans Auer (CRD# 4146223) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jamestown, NY and has over 24 years of experience in the finance industry.
Michael Aukerman (CRD# 5207532) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 17 years of experience in the finance industry.