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).

By the Numbers
  • Total Assets Under Management
    702,387
    MILLION
  • Total Number of Accounts
    1,093,486
    ACCOUNTS
  • Average Account Value
    $642,338
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Ubs Financial Services Inc.
Showing 311 - 320 of 9,180 top financial advisors.
311
Christopher A. Barnard
CRD#: 2634004
1 Tower Lane-ste 1700, Oakbrook Terrace Tower, Oakbrook Terrace, IL 60181

Christopher Barnard (CRD# 2634004) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Oakbrook Terrace, IL and has over 26 years of experience in the finance industry.

312
Michael V. Barnd
CRD#: 860904
Somerset Place Office Bldg, 2301 West Big Beaver Rd., Troy, MI 48084

Michael Barnd (CRD# 860904) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Troy, MI and has over 41 years of experience in the finance industry.

313
David R. Barnes
CRD#: 2181896
100 Crescent Court, Suite 400, Dallas, TX 75201

David Barnes (CRD# 2181896) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Dallas, TX and has over 32 years of experience in the finance industry.

314
Matthew A. Barnes
CRD#: 4792589
The Towers At Kenwood, 8044 Montgomery Road, Ste. 100w, Cincinnati, OH 45236

Matthew Barnes (CRD# 4792589) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 20 years of experience in the finance industry.

315
Michael R. Barnes
CRD#: 5681564
610 South Bryant Blvd., San Angelo, TX 76903

Michael Barnes (CRD# 5681564) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Angelo, TX and has over 14 years of experience in the finance industry.

316
David M. Barnett
CRD#: 2515804
58 South Service Road, Suite 310, Melville, NY 11747

David Barnett (CRD# 2515804) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Melville, NY and has over 29 years of experience in the finance industry.

317
Patricia A. Barnett
CRD#: 5374431
201 Settlers Trace Boulevard, Suite 3004, Lafayette, LA 70508

Patricia Barnett (CRD# 5374431) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lafayette, LA and has over 13 years of experience in the finance industry.

318
Brent Barnhart
CRD#: 5752339
299 Park Ave, 26th Floor, New York, NY 10171

Brent Barnhart (CRD# 5752339) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 13 years of experience in the finance industry.

319
Francis T. Barnhart
CRD#: 808869
325 N Old Woodward Ave, Suite 200, Birmingham, MI 48009

Francis Barnhart (CRD# 808869) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Birmingham, MI and has over 44 years of experience in the finance industry.

320
Jordan W. Baron
CRD#: 5400866
299 Park Ave, 26th Floor, New York, NY 10171

Jordan Baron (CRD# 5400866) 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.

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