Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA Program

Financial ADVSR advisor directory · SEC adviser records

UBS Financial Services Inc. financial advisors in Stuart, FL

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

14 registered advisors work at UBS Financial Services Inc. in Stuart, out of 9,018 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 14 are also registered broker representatives.

UBS Financial Services Inc. advisors in Stuart, 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 1,025Weehawken, NJ 623San Francisco, CA 217Cincinnati, OH 203Houston, TX 202Chicago, IL 192Boston, MA 187Charlotte, NC 152Los Angeles, CA 149Atlanta, GA 148Dallas, TX 145Miami, FL 139Coral Gables, FL 134Denver, CO 131San Diego, CA 127

Other firms in Stuart

All Stuart advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 40Morgan Stanley 20LPL Financial LLC 19Wells Fargo Clearing Services, LLC 17Janney Montgomery Scott LLC 14RBC Capital Markets, LLC 14Edward Jones 11Raymond James & Associates, Inc. 11Fogel Capital Management Inc. 8Hbks Wealth Advisors 6Raymond James Financial Services Advisors, Inc. 6Victrix Investment Advisors 6

Questions

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

14 investment adviser representatives are registered at UBS Financial Services Inc. offices in Stuart, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 9,018 nationwide. 0 list the CFP designation and 14 are also registered as broker representatives.

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

UBS Financial Services Inc. ranks number 7 in Stuart by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 40.

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

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.