Alexander
Taft
Ubs Financial Services Inc
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About this Advisor
Alexander Taft is a financial advisor working out of Mill Valley, California, who has been in the industry for 33 years. Taft is an employee of Ubs Financial Services Inc. They have been with Ubs Financial Services Inc for their complete career. Taft has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Oklahoma and Texas. Ubs Financial Services Inc is a financial advisory business that has its headquarters in Mill Valley, California. It has offices in 369 locations and a total of 12,710 advisors. It oversees $692 billion in total assets across its 1,073,865 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 5,584 charities and foundations. Of its 1,073,865 customer accounts, 66% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Ubs Financial Services Inc has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and educational seminars. A financial advisor's fee schedules typically vary depending on which service is offered. Fees charged by Ubs Financial Services Inc can be comprised of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Ubs Financial Services Inc Brokerage Details
$692,292,245,524
12,710
1,073,865
$644,673
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
Alexander Taft Work History
Alexander has 33 years of experience.
Ubs Financial Services Inc
Disclosures
Alexander Taft has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
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New York, NY
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Wellesley Hills, MA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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