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 Ball (CRD# 4746364) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 20 years of experience in the finance industry.
Brian Ballard (CRD# 2131677) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Salt Lake City, UT and has over 33 years of experience in the finance industry.
Megan Ballogdajan (CRD# 5169011) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 17 years of experience in the finance industry.
Ryan Balon (CRD# 4550399) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boston, MA and has over 20 years of experience in the finance industry.
Robert Banas (CRD# 1749832) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chicago, IL and has over 36 years of experience in the finance industry.
Gerard Bandini (CRD# 2054168) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jericho, NY and has over 33 years of experience in the finance industry.
Jaime Banghart (CRD# 4544497) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westfield, NJ and has over 19 years of experience in the finance industry.
Meryll Bangsil (CRD# 4596205) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boca Raton, FL and has over 21 years of experience in the finance industry.
Rory Banks (CRD# 5336289) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mount Laurel, NJ and has over 10 years of experience in the finance industry.
William M Banks (CRD# 866519) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mount Laurel, NJ and has over 42 years of experience in the finance industry.