Financial ADVSR advisor directory · SEC adviser records
UBS Financial Services Inc. financial advisors in Columbus, OH
Every SEC-registered investment adviser representative at a UBS Financial Services Inc. office in Columbus, A to Z.
The short answer
33 registered advisors work at UBS Financial Services Inc. in Columbus, out of 8,476 at the firm nationwide; it ranks number 9 in the city by advisors. 3 list the CFP designation and 33 are also registered broker representatives.
UBS Financial Services Inc. advisors in Columbus, A to Z
Every UBS Financial Services Inc. advisor →- Jaede A. BristelAlso a broker rep
- Brent G. CoakleyAlso a broker rep
- Kimberly A. CristofoliAlso a broker rep
- Jared CroweAlso a broker rep
- David P. DhereteAlso a broker rep
- Evan C. DhereteAlso a broker rep
- William D. FerrielAlso a broker rep
- Jodi N. GraneyAlso a broker rep
- Derek HegartyCertified Financial Planner · Also a broker rep
- Jason B. JonesAlso a broker rep
- Nicholas K. JonesAlso a broker rep
- Nicholas P. KaldisAlso a broker rep
- Nichole L. KirkAlso a broker rep
- Justin KuntzAlso a broker rep
- Christopher A. LottAlso a broker rep
- Stephanie McCurdyAlso a broker rep
- Michelle M. McKenzieAlso a broker rep
- Joseph J. MurnaneAlso a broker rep
- Emily P. NevergallAlso a broker rep
- Kimberly K. PenzoneAlso a broker rep
- Thomas P. ReusserAlso a broker rep
- Elizabeth S. RuggAlso a broker rep
- Rebecca SingerAlso a broker rep
- James E. SlavenAlso a broker rep
- Kevin E. SneadAlso a broker rep
- Edward G. SnyderAlso a broker rep
- Curtis P. SteubeAlso a broker rep
- Anthony J. TrocchioCertified Financial Planner · Also a broker rep
- Avery L. VenettaAlso a broker rep
- Katrina E. WalkerAlso a broker rep
- Joshua M. YoungCertified Financial Planner · Also a broker rep
- Scout J. ZaasAlso a broker rep
- Terence M. ZaasAlso 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 Columbus
All Columbus advisors →J.P. Morgan Securities LLC 354Nationwide Investment Advisors, LLC 341Morgan Stanley 131Ameriprise Financial Services, LLC 109Merrill Lynch, Pierce, Fenner & Smith Incorporated 89Hamilton Capital 54Strategic Advisers LLC 36Voya Financial Advisors, Inc. 36LPL Financial LLC 30LPL Enterprise, LLC 22Park Avenue Securities LLC 22Corient 21
Questions
How many financial advisors does UBS Financial Services Inc. have in Columbus?
33 investment adviser representatives are registered at UBS Financial Services Inc. offices in Columbus, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 8,476 nationwide. 3 list the CFP designation and 33 are also registered as broker representatives.
Is UBS Financial Services Inc. one of the largest advisor employers in Columbus?
UBS Financial Services Inc. ranks number 9 in Columbus by registered advisors; J.P. Morgan Securities LLC has the most, with 354.
How do I check a UBS Financial Services Inc. advisor in Columbus?
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.