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 411 - 420 of 9,157 top financial advisors.
411
Stefen J. Benincasa
CRD#: 2391081
140 Broad Street, Suite 100, Red Bank, NJ 07701

Stefen Benincasa (CRD# 2391081) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Red Bank, NJ and has over 29 years of experience in the finance industry.

412
John A. Benitoa
CRD#: 4296932
101 East Kennedy Boulevard, Suite 1800, Tampa, FL 33602

John Benitoa (CRD# 4296932) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Tampa, FL and has over 22 years of experience in the finance industry.

413
Jennifer L. Benjamin
CRD#: 4769593
401 North 31st Street, Billings, MT 59101

Jennifer Benjamin (CRD# 4769593) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Billings, MT and has over 12 years of experience in the finance industry.

414
Lee E. Benmlouka
CRD#: 5417467
The Towers At Kenwood, 8044 Montgomery Road, Ste. 100w, Cincinnati, OH 45236

Lee Benmlouka (CRD# 5417467) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 15 years of experience in the finance industry.

415
Douglas C. Bennet
CRD#: 1128529
500 Exchange Street, Suite 1210, Providence, RI 02903

Douglas Bennet (CRD# 1128529) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Providence, RI and has over 41 years of experience in the finance industry.

416
Andrew R. Bennett
CRD#: 6362903
1255 Treat Blvd, Suite 1000, Walnut Creek, CA 94597

Andrew Bennett (CRD# 6362903) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Walnut Creek, CA and has over 9 years of experience in the finance industry.

417
Robert L. Benoit
CRD#: 5264748
55 William Street, Wellesley, MA 02481

Robert Benoit (CRD# 5264748) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wellesley, MA and has over 16 years of experience in the finance industry.

418
William R. Benoit
CRD#: 5187304
500 North Hurstbourne, Suite 300, Louisville, KY 40222

William Benoit (CRD# 5187304) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Louisville, KY and has over 17 years of experience in the finance industry.

419
Harry M. Benson
CRD#: 4831413
Lincoln Harbor, 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086

Harry Benson (CRD# 4831413) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 9 years of experience in the finance industry.

420
Michael L. Benson
CRD#: 2944554
700 West 47th Street, Kansas City, MO 64112

Michael Benson (CRD# 2944554) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Kansas City, MO and has over 25 years of experience in the finance industry.

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