Fay
Meng

Ubs Financial Services Inc

CRD#4295743
Investment Advisor
in Arcadia, CA
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About this Advisor

Fay Meng is a financial advisor who works out of Arcadia, California, who has been in the advisory business for 11 years. Meng is an advisor for Ubs Financial Services Inc. Meng has gained experience at Merrill Lynch (Asia Pacific) LTD and Ubs Financial Services Inc. Meng maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Ubs Financial Services Inc is a financial advisory firm headquartered in Arcadia, California. The investment advisory business has offices in 369 locations and a total of 13,402 advisors. It handles $496 billion in assets under management between its 922,927 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 4,543 charities and foundations. Of its 922,927 accounts, 52% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company provides a diverse array 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. Fees for financial management largely depend on which service is offered. However, fee types billed by Ubs Financial Services Inc likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

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

No

Office Location

Arcadia, CA

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

CA Average: 92
Total Number of Accounts

957,738

CA Average: 6,978
Average Account Size

$517,923

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

Fay Meng Work History

Fay has 11 years of experience.

2016 - Present (3 years)

Ubs Financial Services Inc

2010 - 2016 (6 years)

Ubs Financial Services Inc

2007 - 2010 (3 years)

Merrill Lynch (Asia Pacific) LTD

Disclosures

Fay Meng has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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