Financial ADVSR advisor directory · SEC adviser records
UBS Financial Services Inc. financial advisors in Wellesley, MA
Every SEC-registered investment adviser representative at a UBS Financial Services Inc. office in Wellesley, A to Z.
The short answer
25 registered advisors work at UBS Financial Services Inc. in Wellesley, out of 8,476 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 25 are also registered broker representatives.
UBS Financial Services Inc. advisors in Wellesley, A to Z
Every UBS Financial Services Inc. advisor →- Robert L. BenoitAlso a broker rep
- Michael C. BishopAlso a broker rep
- Nicholas D. BollasAlso a broker rep
- John BresnehanAlso a broker rep
- Devin K. CallaghanAlso a broker rep
- Devin M. CallinanCertified Financial Planner · Also a broker rep
- Yang ChaiAlso a broker rep
- David T. EvertsAlso a broker rep
- Ali M. FahrAlso a broker rep
- Duke FerraraAlso a broker rep
- John S. GarrityAlso a broker rep
- Timothy E. GrayAlso a broker rep
- Jessica GuoAlso a broker rep
- Wilfred R. Keyser IIIAlso a broker rep
- Marissa G. KivettAlso a broker rep
- Ryan P. McHorneyAlso a broker rep
- Jonathan G. MooreAlso a broker rep
- Thaddeus A. NiemiecCertified Financial Planner · Also a broker rep
- Adam P. RogersAlso a broker rep
- Robert J. SalamyAlso a broker rep
- Mia G. ScanlonAlso a broker rep
- William C. ShadAlso a broker rep
- Laurel Simon BobrowichAlso a broker rep
- Cheng Hao WangChartered Financial Analyst · Also a broker rep
- Jacob D. ZiskAlso a broker rep
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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 Wellesley
All Wellesley advisors →Morgan Stanley 138Equitable Advisors, LLC 67Ameriprise Financial Services, LLC 23Focus Partners Wealth, LLC 21RBC Capital Markets, LLC 13New England Private Wealth Advisors, LLC 11Empirical Asset Management, LLC 10LPL Financial LLC 10Northwestern Mutual Investment Services, LLC 8Raymond James & Associates, Inc. 7Peak Financial Management Inc. 6Washington Trust Advisors 5
Questions
How many financial advisors does UBS Financial Services Inc. have in Wellesley?
25 investment adviser representatives are registered at UBS Financial Services Inc. offices in Wellesley, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 8,476 nationwide. 2 list the CFP designation and 25 are also registered as broker representatives.
Is UBS Financial Services Inc. one of the largest advisor employers in Wellesley?
UBS Financial Services Inc. ranks number 3 in Wellesley by registered advisors; Morgan Stanley has the most, with 138.
How do I check a UBS Financial Services Inc. advisor in Wellesley?
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.