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
James Austin (CRD# 6764264) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Franklin, TN and has over 7 years of experience in the finance industry.
Thomas Austin (CRD# 1375475) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Syracuse, NY and has over 39 years of experience in the finance industry.
Timothy Austin (CRD# 5344636) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 15 years of experience in the finance industry.
William Avery (CRD# 2269289) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Birmingham, MI and has over 31 years of experience in the finance industry.
Debra Avina (CRD# 4231047) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Diego, CA and has over 23 years of experience in the finance industry.
Jonathan Awad (CRD# 1823610) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Ponte Vedra Beach, FL and has over 36 years of experience in the finance industry.
Robin Ax (CRD# 1343776) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Paramus, NJ and has 1 year of experience in the finance industry.
Joshua Axel (CRD# 4227334) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 23 years of experience in the finance industry.
Mark Axelowitz (CRD# 1649559) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 37 years of experience in the finance industry.
James Axelson (CRD# 2067041) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 33 years of experience in the finance industry.