Financial ADVSR advisor directory · SEC adviser records
UBS Financial Services Inc. financial advisors in Portsmouth, NH
Every SEC-registered investment adviser representative at a UBS Financial Services Inc. office in Portsmouth, A to Z.
The short answer
13 registered advisors work at UBS Financial Services Inc. in Portsmouth, out of 8,476 at the firm nationwide; it ranks number 9 in the city by advisors. 2 list the CFP designation and 13 are also registered broker representatives.
UBS Financial Services Inc. advisors in Portsmouth, A to Z
Every UBS Financial Services Inc. advisor →- Anthony J. AnninoChartered Financial Analyst · Also a broker rep
- Stephen DemaraisAlso a broker rep
- Richard J. Demarco Jr.Also a broker rep
- Hayden J. DieterleAlso a broker rep
- James W. FogartyAlso a broker rep
- Gary B. GhigliottiAlso a broker rep
- Sharon HarkinsonCertified Financial Planner · Also a broker rep
- Hugh E. JencksAlso a broker rep
- Chelsea J. PolhemusCertified Financial Planner · Also a broker rep
- Lindsey N. Polhemus Jr.Also a broker rep
- Stephen L. PolhemusAlso a broker rep
- Zachary E. SlaterAlso a broker rep
- Daniel M. ThompsonAlso 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 139Dallas, TX 137Los Angeles, CA 137Miami, FL 130Coral Gables, FL 126Denver, CO 121San Diego, CA 121
Other firms in Portsmouth
All Portsmouth advisors →Morgan Stanley 24LPL Financial LLC 22Ameriprise Financial Services, LLC 19Strategic Advisers LLC 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Equitable Advisors, LLC 13Wellesley Asset Management, Inc. 13Wells Fargo Clearing Services, LLC 13Steward Partners Investment Advisory, LLC 9F L Putnam Investment Management Co. 8RBC Capital Markets, LLC 7Arca Wealth, LLC 6
Questions
How many financial advisors does UBS Financial Services Inc. have in Portsmouth?
13 investment adviser representatives are registered at UBS Financial Services Inc. offices in Portsmouth, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records, out of 8,476 nationwide. 2 list the CFP designation and 13 are also registered as broker representatives.
Is UBS Financial Services Inc. one of the largest advisor employers in Portsmouth?
UBS Financial Services Inc. ranks number 9 in Portsmouth by registered advisors; Morgan Stanley has the most, with 24.
How do I check a UBS Financial Services Inc. advisor in Portsmouth?
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.