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
Garrett W. Bates (CRD# 5348548) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palo Alto, CA and has over 15 years of experience in the finance industry.
Michael Bates (CRD# 2818951) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Riverside, CA and has over 27 years of experience in the finance industry.
Vincent Battaglia (CRD# 1188577) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 40 years of experience in the finance industry.
Deborah Bauer (CRD# 1039606) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 42 years of experience in the finance industry.
Ozzie Bauer (CRD# 809152) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 28 years of experience in the finance industry.
Benjamin Baum (CRD# 1504968) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miami, FL and has over 38 years of experience in the finance industry.
Jamie Baum (CRD# 5513604) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 15 years of experience in the finance industry.
Philippe Baumann (CRD# 4208267) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 23 years of experience in the finance industry.
Jay Baumgardner (CRD# 1879453) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 32 years of experience in the finance industry.
John Baumgarten (CRD# 5359669) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Dallas, TX and has over 16 years of experience in the finance industry.