Financial ADVSR advisor directory · SEC adviser records
UBS Financial Services Inc. financial advisors in Winter Park, FL
Every SEC-registered investment adviser representative at a UBS Financial Services Inc. office in Winter Park, A to Z.
The short answer
21 registered advisors work at UBS Financial Services Inc. in Winter Park, out of 8,475 at the firm nationwide; it ranks number 9 in the city by advisors. 3 list the CFP designation and 21 are also registered broker representatives.
UBS Financial Services Inc. advisors in Winter Park, A to Z
Every UBS Financial Services Inc. advisor →- Alison BarnesAlso a broker rep
- Richard G. BerardoAlso a broker rep
- Corey J. DangeloAlso a broker rep
- Christopher A. DifeliceAlso a broker rep
- Samuel GlickmanCertified Financial Planner · Also a broker rep
- Jeisier R. GonzalezAlso a broker rep
- Winnona M. GrabeAlso a broker rep
- Asu GreerAlso a broker rep
- Brian C. HughesAlso a broker rep
- Ashley H. LaubachAlso a broker rep
- Manish MehtaAlso a broker rep
- Pranjal A. MehtaAlso a broker rep
- Heather R. MountCertified Financial Planner · Also a broker rep
- Amit PatelAlso a broker rep
- Jared PillarAlso a broker rep
- John O. RiggleAlso a broker rep
- Elizabeth B. StewartAlso a broker rep
- Emily R. SuazoAlso a broker rep
- Giovanna N. TestoniAlso a broker rep
- Jerrey A. ThurstonCertified Financial Planner · Also a broker rep
- David E. WalkerAlso 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 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 Winter Park
All Winter Park advisors →Morgan Stanley 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Wells Fargo Clearing Services, LLC 38Strategic Advisers LLC 26Ameriprise Financial Services, LLC 24Truist Advisory Services, Inc. 22LPL Financial LLC 21Raymond James Financial Services Advisors, Inc. 20Charles Schwab & Co., Inc. 12Raymond James & Associates, Inc. 10Rockefeller Financial LLC 8Advus Financial Partners, LLC 7
Questions
How many financial advisors does UBS Financial Services Inc. have in Winter Park?
21 investment adviser representatives are registered at UBS Financial Services Inc. offices in Winter Park, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 8,475 nationwide. 3 list the CFP designation and 21 are also registered as broker representatives.
Is UBS Financial Services Inc. one of the largest advisor employers in Winter Park?
UBS Financial Services Inc. ranks number 9 in Winter Park by registered advisors; Morgan Stanley has the most, with 51.
How do I check a UBS Financial Services Inc. advisor in Winter Park?
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.