Financial ADVSR advisor directory · SEC adviser records
UBS Financial Services Inc. financial advisors in Philadelphia, PA
Every SEC-registered investment adviser representative at a UBS Financial Services Inc. office in Philadelphia, A to Z.
The short answer
57 registered advisors work at UBS Financial Services Inc. in Philadelphia, out of 8,475 at the firm nationwide; it ranks number 7 in the city by advisors. 4 list the CFP designation and 57 are also registered broker representatives.
UBS Financial Services Inc. advisors in Philadelphia, A to Z
Every UBS Financial Services Inc. advisor →- Scott T. AtkinsAlso a broker rep
- Amanda BagnoliAlso a broker rep
- Christian J. BoyntonAlso a broker rep
- Brian A. CatanellaAlso a broker rep
- Kenneth CatanellaAlso a broker rep
- Kenneth G. CatanellaAlso a broker rep
- Jason A. ChecksfieldAlso a broker rep
- Stephanie N. CohanAlso a broker rep
- Lewis CohenAlso a broker rep
- Adam M. ConishAlso a broker rep
- Christopher J. CroweCertified Financial Planner · Also a broker rep
- Dominick E. DanieleCertified Financial Planner · Also a broker rep
- Andrew D. DavoliAlso a broker rep
- Claudel DemostheneAlso a broker rep
- Ryan A. DepaulCertified Financial Planner · Also a broker rep
- Luke N. DeutschmanAlso a broker rep
- Elijah S. DornstreichAlso a broker rep
- Craig S. DowaloAlso a broker rep
- Raymond G. FarnesiAlso a broker rep
- Nicole M. FerraraAlso a broker rep
- Mark T. GiordanoAlso a broker rep
- Jennifer GlennAlso a broker rep
- Michael B. GreenlyAlso a broker rep
- Igor HarlapAlso a broker rep
- Kevin M. HeckAlso a broker rep
- Christopher HidalgoAlso a broker rep
- Richard F. Hughes Jr.Also a broker rep
- Robert KooshaAlso a broker rep
- Adam J. LambertAlso a broker rep
- Charles B. LynchAlso a broker rep
- Donald J. J. MahoneyAlso a broker rep
- Christopher B. McCulloughAlso a broker rep
- William F. McLaughlin Jr. Jr.Also a broker rep
- Tyler B. MillanAlso a broker rep
- Jane E. MorganAlso a broker rep
- Neil A. NewmanAlso a broker rep
- Dana T. NguyenAlso a broker rep
- Nicole V. OrlowskiAlso a broker rep
- Joseph M. PancerellaAlso a broker rep
- Jeffrey D. RagatzAlso a broker rep
- John J. RamirezAlso a broker rep
- Stephanie B. ReinerAlso a broker rep
- Jane H. RobinsonAlso a broker rep
- Frank RuggianoAlso a broker rep
- Robin L. SabatAlso a broker rep
- John M. SantoroAlso a broker rep
- Daniel B. SilverbergAlso a broker rep
- Elaina S. SpiloveAlso a broker rep
- Dawn M. StilAlso a broker rep
- Kevin M. SullivanAlso a broker rep
- Rudolph Tilotta Jr.Also a broker rep
- Matthew K. TompkinsAlso a broker rep
- James D. Travis Jr.Certified Financial Planner · Also a broker rep
- Susan M. WolffAlso a broker rep
- Enoch H. WooAlso a broker rep
- Chewen YarngAlso a broker rep
- Jake T. ZosulisAlso a broker rep
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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 Philadelphia
All Philadelphia advisors →J.P. Morgan Securities LLC 121Janney Montgomery Scott LLC 98Merrill Lynch, Pierce, Fenner & Smith Incorporated 78Wells Fargo Clearing Services, LLC 74Morgan Stanley 61Florida Financial Advisors, LLC 59Strategic Advisers LLC 44Mycio Wealth Partners, LLC 32Bryn Mawr Trust Advisors, LLC 31RBC Capital Markets, LLC 26Tiaa-Cref Individual & Institutional Services, LLC 23Alliancebernstein L.P. 22
Questions
How many financial advisors does UBS Financial Services Inc. have in Philadelphia?
57 investment adviser representatives are registered at UBS Financial Services Inc. offices in Philadelphia, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 8,475 nationwide. 4 list the CFP designation and 57 are also registered as broker representatives.
Is UBS Financial Services Inc. one of the largest advisor employers in Philadelphia?
UBS Financial Services Inc. ranks number 7 in Philadelphia by registered advisors; J.P. Morgan Securities LLC has the most, with 121.
How do I check a UBS Financial Services Inc. advisor in Philadelphia?
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.