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
Tony Bellomo (CRD# 4397443) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Red Bank, NJ and has over 22 years of experience in the finance industry.
Danielle Bellon (CRD# 5883525) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Salt Lake City, UT and has over 12 years of experience in the finance industry.
Lindsay Belton Paugh (CRD# 4578116) 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.
Ana Beltran (CRD# 3025205) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jericho, NY and has over 11 years of experience in the finance industry.
Marco Beltrano (CRD# 6726406) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chicago, IL and has over 5 years of experience in the finance industry.
Daniel Bemel (CRD# 5684599) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has over 14 years of experience in the finance industry.
David Bement (CRD# 6947443) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 5 years of experience in the finance industry.
Karen Ben-Shlaush (CRD# 4567484) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 18 years of experience in the finance industry.
Amy Bender (CRD# 4534365) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 20 years of experience in the finance industry.
Erin Benedetto (CRD# 6204284) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Dallas, TX and has over 10 years of experience in the finance industry.