Ubs Financial Services Inc

Investment Advisor
in Pasadena, CA

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About this Advisor

Felicia Chang is a financial advisor who works out of Pasadena, California, who has been in the financial industry for 10 years. Chang is on the advisory team at Ubs Financial Services Inc. During their career, Chang has held roles at Wells Fargo Investments, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na, Ubs Financial Services Inc and Morgan Stanley. Chang maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Ubs Financial Services Inc is a registered investment business that has its headquarters in Pasadena, California. The firm has offices in 369 locations and a total of 13,335 financial advisors. It controls $496 billion in assets across its 957,738 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 4,771 charitable organizations. Of its 957,738 accounts, 56% belong to high-net-worth individuals who have at least $1 million in investable assets. Ubs Financial Services Inc provides a diverse assortment of services, such as 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 charged by financial advisors largely are based on the type of financial services. Fees billed by Ubs Financial Services Inc most likely are comprised of 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



Office Location

200 South Los Robles Ave Ste #600
Pasadena, CA 91101

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management


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


CA Average: 92
Total Number of Accounts


CA Average: 6,978
Average Account Size


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

Felicia Chang Work History

Felicia has 11 years of experience.

2016 - 2017 (1 year)

Morgan Stanley

2016 - 2016 (< 1 year)

Ubs Financial Services Inc

2015 - 2016 (1 year)

Ubs Financial Services Inc

2011 - 2015 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2010 - 2010 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2010 - 2011 (1 year)

Bank Of America,Na

2009 - 2010 (1 year)

Wells Fargo Investments, LLC


Felicia Chang has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Evan Goldfarb
Weehawken, NJ
Magda Malinowski
Chicago, IL
Christopher Albanese
Weehawken, NJ
Amanda Evans
Houston, TX
Marcela Brown
Milwaukee, WI
Danyi Gu
San Francisco, CA
Fay Fruin-Jameson
Los Gatos, CA

This content was compiled from the SEC and FINRA.

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