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 391 - 400 of 9,157 top financial advisors.
391
Peter Belden
CRD#: 6491236
2000 Avenue Of The Stars, Los Angeles, CA 90067

Peter Belden (CRD# 6491236) 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.

392
Allen J. Belice
CRD#: 2238399
Bny Mellon Center, 500 Grant Street, 46th Floor, Pittsburgh, PA 15219

Allen Belice (CRD# 2238399) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pittsburgh, PA and has over 32 years of experience in the finance industry.

393
James M. Belknap
CRD#: 1273407
325 N Old Woodward Ave, Suite 200, Birmingham, MI 48009

James Belknap (CRD# 1273407) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Birmingham, MI and has over 39 years of experience in the finance industry.

394
Emily Bell
CRD#: 4434640
733 Bishop St, Honolulu, HI 96813

Emily Bell (CRD# 4434640) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Honolulu, HI and has over 18 years of experience in the finance industry.

395
Michael F. Bell
CRD#: 17447
2575 East Camelback Road, Suite 900, Phoenix, AZ 85016

Michael Bell (CRD# 17447) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Phoenix, AZ and has over 42 years of experience in the finance industry.

396
Michael G. G. Bell
CRD#: 2316672
8020 Excelsior Drive, Suite 400, Madison, WI 53717

Michael G. Bell (CRD# 2316672) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Madison, WI and has over 29 years of experience in the finance industry.

397
Mitchell A. Bellak
CRD#: 710911
3801 Pga Blvd., Suite 1000, Palm Beach Gardens, FL 33410

Mitchell Bellak (CRD# 710911) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Palm Beach Gardens, FL and has over 39 years of experience in the finance industry.

398
Kristen A. Bellamy
CRD#: 2999572
201 N. New York Avenue 3rd Floor, Winter Park, FL 32789

Kristen Bellamy (CRD# 2999572) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Park, FL and has over 23 years of experience in the finance industry.

399
Sam R. Bellamy
CRD#: 3179316
201 N. New York Avenue 3rd Floor, Winter Park, FL 32789

Sam Bellamy (CRD# 3179316) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winter Park, FL and has over 25 years of experience in the finance industry.

400
Lauren Bellini
CRD#: 5809035
3 Manhattanville Road, Suite 210, Purchase, NY 10577

Lauren Bellini (CRD# 5809035) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Purchase, NY and has over 13 years of experience in the finance industry.

PREV ... 36 37 38 39 40 41 42 43 44 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.