About this location
UBS FINANCIAL SERVICES INC. offers selection of other advisers, portfolio management for businesses, pension consulting services, publication of periodicals or newsletters, security ratings or pricing services, financial planning services, portfolio management for individuals and/or small businesses, educational seminars/workshops and also performs business activities as futures commission merchant, broker-dealer, insurance broker or agent.
Time in Business
No submission
Total Assets Under Management
$692,292,245,524
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Other
Fixed fees
Commissions
Hourly charges
A percentage of assets under management
Advisors at This Location
Marc Portnoy
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Kevin Kelly
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Dean Lichtmann
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Richard Lafferty
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Eric Rosen
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Ralph Wright
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William Stryker
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John Geoghan
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Carolann Hammond
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Timothy Mcdonald
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Teresa Treanor
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Erik Sermarini
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Gregory Butler
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Lisette Hernandez
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Michael Renegar
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Karen Edelman
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Andrea Nucero
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Robert Moses
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Mark Fleming
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Michael Stewart
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Christine Weingart
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Joseph Lauri
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David Sears
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Patricia Cashin
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Ryan Iannuzzo
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Joseph Rosen
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