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
Matthew Adlard (CRD# 6354198) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Irvine, CA and has over 7 years of experience in the finance industry.
Brandon Affeldt (CRD# 6423673) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 7 years of experience in the finance industry.
Jeffrey Affeldt (CRD# 1748546) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 36 years of experience in the finance industry.
Priya Aggarwal (CRD# 4577401) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Francisco, CA and has over 21 years of experience in the finance industry.
Sandra Ago (CRD# 5817983) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 12 years of experience in the finance industry.
Xavier Aguayo Diaz (CRD# 2926408) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Juan, PR and has over 26 years of experience in the finance industry.
Erick Aguero (CRD# 6389191) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Aventura, FL and has over 8 years of experience in the finance industry.
Caroline Aguilar (CRD# 2896350) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fort Collins, CO and has over 16 years of experience in the finance industry.
Dario Aguilar (CRD# 4745374) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Plano, TX and has over 18 years of experience in the finance industry.
Karen Aguilar (CRD# 4993983) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 6 years of experience in the finance industry.