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Financial ADVSR advisor directory · SEC adviser records

UBS Financial Services Inc. financial advisors in Conshohocken, PA

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

The short answer

24 registered advisors work at UBS Financial Services Inc. in Conshohocken, out of 8,476 at the firm nationwide; it ranks number 6 in the city by advisors. 4 list the CFP designation and 24 are also registered broker representatives.

UBS Financial Services Inc. advisors in Conshohocken, 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 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 Conshohocken

All Conshohocken advisors →

Hornor, Townsend & Kent, LLC 67Citizens Securities, Inc. 52Pitcairn 31Equitable Advisors, LLC 30RBC Capital Markets, LLC 28Stifel, Nicolaus & Company, Incorporated 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Santander Securities LLC 15Mma Asset Management LLC 13Wells Fargo Clearing Services, LLC 13Ameriprise Financial Services, LLC 11Compass Ion Advisors, LLC 10

Questions

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

24 investment adviser representatives are registered at UBS Financial Services Inc. offices in Conshohocken, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 8,476 nationwide. 4 list the CFP designation and 24 are also registered as broker representatives.

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

UBS Financial Services Inc. ranks number 6 in Conshohocken by registered advisors; Hornor, Townsend & Kent, LLC has the most, with 67.

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

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.