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Financial ADVSR advisor directory · SEC adviser records

UBS Financial Services Inc. financial advisors in Clearwater, FL

Every SEC-registered investment adviser representative at a UBS Financial Services Inc. office in Clearwater, A to Z.

The short answer

8 registered advisors work at UBS Financial Services Inc. in Clearwater, out of 8,475 at the firm nationwide; it ranks number 16 in the city by advisors. 0 list the CFP designation and 8 are also registered broker representatives.

UBS Financial Services Inc. advisors in Clearwater, A to Z

Every UBS Financial Services Inc. advisor →

UBS Financial Services Inc. advisors in every city and state →UBS Financial Services Inc.: assets, clients and custodians →UBS news and advisor moves →UBS Financial Services Inc. payout grid vs. other firms →Advisor Moves: who changed firms this week →

UBS Financial Services Inc. advisors in other cities

New York, NY 935Weehawken, NJ 599San Francisco, CA 189Cincinnati, OH 188Houston, TX 186Chicago, IL 173Boston, MA 159Charlotte, NC 147Miami, FL 140Atlanta, GA 137Dallas, TX 137Los Angeles, CA 133Denver, CO 123San Diego, CA 118Coral Gables, FL 115

Other firms in Clearwater

All Clearwater advisors →

Csenge Advisory Group, LLC 40Merrill Lynch, Pierce, Fenner & Smith Incorporated 30Raymond James Financial Services Advisors, Inc. 28LPL Financial LLC 25Ameriprise Financial Services, LLC 19Provise Management Group, LLC 17Raymond James & Associates, Inc. 16Steward Partners Investment Advisory, LLC 15Strategic Advisers LLC 14Edward Jones 12Indivisible Partners 12Cambridge Investment Research Advisors, Inc. 9

Questions

How many financial advisors does UBS Financial Services Inc. have in Clearwater?

8 investment adviser representatives are registered at UBS Financial Services Inc. offices in Clearwater, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 8,475 nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.

Is UBS Financial Services Inc. one of the largest advisor employers in Clearwater?

UBS Financial Services Inc. ranks number 16 in Clearwater by registered advisors; Csenge Advisory Group, LLC has the most, with 40.

How do I check a UBS Financial Services Inc. advisor in Clearwater?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the UBS Financial Services Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.