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
Brooke Banning (CRD# 6757117) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tampa, FL and has over 7 years of experience in the finance industry.
Danielle Barabino (CRD# 6543101) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 8 years of experience in the finance industry.
Nicola Barber (CRD# 2369383) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seattle, WA and has over 22 years of experience in the finance industry.
Thomas Barber (CRD# 4531143) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bloomington, MN and has over 21 years of experience in the finance industry.
Jennifer Barberis (CRD# 4978171) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northbrook, IL and has over 15 years of experience in the finance industry.
Nicholas Barbieri (CRD# 5045620) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Baltimore, MD and has over 17 years of experience in the finance industry.
Miguel Barbosa-Machado (CRD# 2948473) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 22 years of experience in the finance industry.
Maxwell Bardeen Jr. (CRD# 826585) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 36 years of experience in the finance industry.
John Barefoot (CRD# 2494073) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 27 years of experience in the finance industry.
Cheryl Barker- Harwood (CRD# 5337928) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chicago, IL and has over 16 years of experience in the finance industry.