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Financial ADVSR advisor directory · SEC adviser records

UBS Financial Services Inc. financial advisors in Chapel Hill, NC

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

The short answer

12 registered advisors work at UBS Financial Services Inc. in Chapel Hill, out of 8,475 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 12 are also registered broker representatives.

UBS Financial Services Inc. advisors in Chapel Hill, 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 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 Chapel Hill

All Chapel Hill advisors →

Morgan Stanley 35Wells Fargo Clearing Services, LLC 31Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Franklin Street Advisors Inc. 13LPL Financial LLC 12Hilltop Wealth Advisors, LLC 10Edward Jones 9Strategic Advisers LLC 9Charles Schwab & Co., Inc. 7Eton Advisors 7Old Peak Finance 6Phoenix Wealth Advisors Inc. 6

Questions

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

12 investment adviser representatives are registered at UBS Financial Services Inc. offices in Chapel Hill, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 8,475 nationwide. 0 list the CFP designation and 12 are also registered as broker representatives.

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

UBS Financial Services Inc. ranks number 9 in Chapel Hill by registered advisors; Morgan Stanley has the most, with 35.

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

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.