Financial ADVSR advisor directory · SEC adviser records
UBS Financial Services Inc. financial advisors in Ponte Vedra, FL
Every SEC-registered investment adviser representative at a UBS Financial Services Inc. office in Ponte Vedra, A to Z.
The short answer
3 registered advisors work at UBS Financial Services Inc. in Ponte Vedra, out of 8,477 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
UBS Financial Services Inc. advisors in Ponte Vedra, A to Z
Every UBS Financial Services Inc. advisor →- Mauricio J. AlvarezAlso a broker rep
- Erik G. ArmstrongAlso a broker rep
- Jonathan R. BrickAlso a broker rep
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 139Los Angeles, CA 138Dallas, TX 137Miami, FL 130Coral Gables, FL 126Denver, CO 121San Diego, CA 121
Other firms in Ponte Vedra
All Ponte Vedra advisors →Strategic Advisers LLC 18Highland Investment Advisors LLC 7Total Wealth Planning And Management, Inc. 6Caleo Capital N.A. LLC 4LPL Financial LLC 4Truist Advisory Services, Inc. 4Wells Fargo Clearing Services, LLC 3
Questions
How many financial advisors does UBS Financial Services Inc. have in Ponte Vedra?
3 investment adviser representatives are registered at UBS Financial Services Inc. offices in Ponte Vedra, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 8,477 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is UBS Financial Services Inc. one of the largest advisor employers in Ponte Vedra?
UBS Financial Services Inc. ranks number 7 in Ponte Vedra by registered advisors; Strategic Advisers LLC has the most, with 18.
How do I check a UBS Financial Services Inc. advisor in Ponte Vedra?
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.