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Financial ADVSR advisor directory · SEC adviser records

UBS Financial Services Inc. financial advisors in McLean, VA

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

The short answer

18 registered advisors work at UBS Financial Services Inc. in McLean, out of 8,475 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 18 are also registered broker representatives.

UBS Financial Services Inc. advisors in McLean, 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 McLean

All McLean advisors →

Wells Fargo Clearing Services, LLC 124Morgan Stanley 78Cassaday & Company, Inc. 43MML Investors Services, LLC 28Ameriprise Financial Services, LLC 22Truist Advisory Services, Inc. 22Range Advisory, LLC 19Concurrent Investment Advisors, LLC 18Bogart Wealth, LLC 16West Financial Services, Inc. 13Cetera Investment Advisers LLC 12Creative Planning 12

Questions

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

18 investment adviser representatives are registered at UBS Financial Services Inc. offices in McLean, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 8,475 nationwide. 1 list the CFP designation and 18 are also registered as broker representatives.

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

UBS Financial Services Inc. ranks number 9 in McLean by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 124.

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

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.