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
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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
Laurie Barry (CRD# 1979987) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chicago, IL and has over 34 years of experience in the finance industry.
Gary Barss (CRD# 2297071) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tacoma, WA and has over 31 years of experience in the finance industry.
Bradley Bartel (CRD# 4874599) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rocky River, OH and has over 19 years of experience in the finance industry.
Joseph Bartell (CRD# 5657309) is an Investment Advisor Representative working at Ubs Financial Services Inc. in West Lebanon, NH and has over 9 years of experience in the finance industry.
Jonathan Barter (CRD# 2975538) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 26 years of experience in the finance industry.
Shawn Barth (CRD# 4642944) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Nashville, TN and has over 21 years of experience in the finance industry.
Joy Barthlow (CRD# 3069269) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Troy, MI and has over 21 years of experience in the finance industry.
Arthur Bartholomew (CRD# 725033) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Conshohocken, PA and has over 43 years of experience in the finance industry.
Joe Bartlett (CRD# 5217537) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portalnd, OR and has over 17 years of experience in the finance industry.
Sam Bartolai (CRD# 1138782) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Barrington, IL and has over 37 years of experience in the finance industry.