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
Andrew Baumgartner (CRD# 5328325) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 13 years of experience in the finance industry.
Cromwell Baun (CRD# 4622157) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Atlanta, GA and has over 21 years of experience in the finance industry.
William Baylor Jr. (CRD# 2968284) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 26 years of experience in the finance industry.
Ethan Bays (CRD# 6220752) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, OR and has over 9 years of experience in the finance industry.
James Bays (CRD# 2399585) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jackson, MS and has over 30 years of experience in the finance industry.
Christopher Beale (CRD# 2344326) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Norfolk, VA and has over 31 years of experience in the finance industry.
Franklin Beard (CRD# 821381) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jacksonville, FL and has over 33 years of experience in the finance industry.
Audrey Beardain (CRD# 6479344) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Dallas, TX and has over 8 years of experience in the finance industry.
Terry Beattie (CRD# 705786) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Dallas, TX and has over 44 years of experience in the finance industry.
William Beatty (CRD# 2131701) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portalnd, OR and has over 33 years of experience in the finance industry.