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Financial ADVSR advisor directory · SEC adviser records

UBS Financial Services Inc. financial advisors in Fort Myers, FL

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

The short answer

11 registered advisors work at UBS Financial Services Inc. in Fort Myers, out of 8,476 at the firm nationwide; it ranks number 8 in the city by advisors. 1 list the CFP designation and 11 are also registered broker representatives.

UBS Financial Services Inc. advisors in Fort Myers, 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 953Weehawken, NJ 598San Francisco, CA 209Cincinnati, OH 195Houston, TX 187Chicago, IL 183Boston, MA 174Charlotte, NC 144Atlanta, GA 139Dallas, TX 137Los Angeles, CA 137Miami, FL 130Coral Gables, FL 126Denver, CO 121San Diego, CA 121

Other firms in Fort Myers

All Fort Myers advisors →

Morgan Stanley 27Ameriprise Financial Services, LLC 22LPL Financial LLC 22Wells Fargo Advisors Financial Network, LLC 21Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Park Avenue Securities LLC 18Raymond James & Associates, Inc. 18Wells Fargo Clearing Services, LLC 15Cetera Investment Advisers LLC 14Raymond James Financial Services Advisors, Inc. 14Stifel, Nicolaus & Company, Incorporated 11Equitable Advisors, LLC 10

Questions

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

11 investment adviser representatives are registered at UBS Financial Services Inc. offices in Fort Myers, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 8,476 nationwide. 1 list the CFP designation and 11 are also registered as broker representatives.

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

UBS Financial Services Inc. ranks number 8 in Fort Myers by registered advisors; Morgan Stanley has the most, with 27.

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

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.