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 321 - 330 of 9,180 top financial advisors.
321
Hardie Barr
CRD#: 1188574
98 San Jacinto Boulevard, Austin, TX 78701

Hardie Barr (CRD# 1188574) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Austin, TX and has over 40 years of experience in the finance industry.

322
Linda G. Barr
CRD#: 3247777
214 East Mountcastle Drive, Johnson City, TN 37601

Linda Barr (CRD# 3247777) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Johnson City, TN and has over 5 years of experience in the finance industry.

323
Christopher Z. Barra
CRD#: 3107721
2121 Rosecrans Avenue, Suite 1300, El Segunda, CA 90245

Christopher Barra (CRD# 3107721) is an Investment Advisor Representative working at Ubs Financial Services Inc. in El Segunda, CA and has over 25 years of experience in the finance industry.

324
Nelson V. Barreira Filho
CRD#: 4828078
550 Biltmore Way, 7th, 9th & 10th Floor, Coral Gables, FL 33134

Nelson Barreira Filho (CRD# 4828078) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Coral Gables, FL and has over 14 years of experience in the finance industry.

325
Ricardo Barrera Villar
CRD#: 4497494
550 Biltmore Way 10th Floor, Coral Gables, FL 33134

Ricardo Barrera Villar (CRD# 4497494) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Coral Gables, FL and has over 14 years of experience in the finance industry.

326
Nancy T. Barrett
CRD#: 2093218
555 California St, 34th, 36th & 46th Floors, San Francisco, CA 94104

Nancy Barrett (CRD# 2093218) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 33 years of experience in the finance industry.

327
Sara P. Barrett
CRD#: 6066849
6070 Poplar Avenue, Suite 400, Memphis, TN 38119

Sara Barrett (CRD# 6066849) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Memphis, TN and has over 10 years of experience in the finance industry.

328
Natalie Barron
CRD#: 4902966
3030 Old Ranch Pkwy, Suite 300, Seal Beach, CA 90740

Natalie Barron (CRD# 4902966) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Seal Beach, CA and has over 18 years of experience in the finance industry.

329
Alfonso Barros
CRD#: 4593924
1285 Avenue Of The Americas, 19th Floor, New York, NY 10019

Alfonso Barros (CRD# 4593924) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 21 years of experience in the finance industry.

330
Cameron M. Barrows
CRD#: 6091468
3000 A Street, Suite 100, Anchorage, AK 99503

Cameron Barrows (CRD# 6091468) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Anchorage, AK and has over 11 years of experience in the finance industry.

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