Chad
Taylor

Ubs Financial Services Inc

CRD#3095020
Investment Advisor
in San Diego, CA
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About this Advisor

Chad Taylor is a certified financial planner who is based in San Diego, California. Currently an advisor at Ubs Financial Services Inc, Taylor has 11 years of practice in the financial advisory industry. Taylor has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Taylor can advise clients in California and Texas. Over the course of their career, Taylor has held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in San Diego, California, and has 369 other offices in the nation. In aggregate, Ubs Financial Services Inc manages $496 billion in assets throughout 922,927 client accounts and retains more than 13,402 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 52% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Ubs Financial Services Inc offers 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. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

12220 El Camino Real Suite 400
San Diego, CA 92130

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,090,415,121

CA Average: $10,121,009,343
Total Number of Employees

13,402

CA Average: 92
Total Number of Accounts

922,927

CA Average: 6,978
Average Account Size

$537,519

CA Average: $1,450,417

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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

Chad Taylor Work History

Chad has 11 years of experience.

2013 - Present (6 years)

Ubs Financial Services Inc

2009 - 2013 (4 years)

Morgan Stanley Smith Barney

2007 - 2009 (2 years)

Citigroup Global Markets Inc

Disclosures

Chad Taylor has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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