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
Alexander Bartolomeo (CRD# 6349440) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 9 years of experience in the finance industry.
Alexandra Bartsch (CRD# 6529821) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 8 years of experience in the finance industry.
Joshua Basen (CRD# 5156644) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake, OH and has over 17 years of experience in the finance industry.
Jennifer Bass (CRD# 5497930) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Austin, TX and has over 12 years of experience in the finance industry.
Cynthia Bassett (CRD# 14460) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pepper Pike, OH and has over 44 years of experience in the finance industry.
James Bassett (CRD# 4751789) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sedona, AZ and has over 20 years of experience in the finance industry.
Tiffany Bassett (CRD# 4086471) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Plano, TX and has over 15 years of experience in the finance industry.
Andrew Bassock (CRD# 4045368) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hartford, CT and has over 24 years of experience in the finance industry.
Kristin Bateman (CRD# 4599566) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 21 years of experience in the finance industry.
Bartley Bates (CRD# 1579493) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Petersburg, FL and has over 30 years of experience in the finance industry.