Kyle
Patrick
Ubs Financial Services Inc
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About this Advisor
Kyle Patrick is a financial advisor operating out of Mill Valley, California, who has been in the financial industry for 14 years. Patrick currently works for Ubs Financial Services Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Extended Travel, Comcast Sportsnet Bay Area, Ludawgs Baseball Camp, California Lutheran University, Oakland Athletics, Bank Of America, N.A and Ubs Financial Services Inc. Patrick maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Ubs Financial Services Inc is a firm that has its headquarters in Mill Valley, California. The firm has offices in 369 locations and a total of 12,710 advisors. It oversees $692 billion in assets among its 1,073,865 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 5,584 charities and foundations. Of its 1,073,865 customer accounts, 66% are held by high-net-worth clients who have greater than $1 million in investable assets. The business offers a number 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. Financial management fees largely vary depending on the type of services provided. However, fees charged by Ubs Financial Services Inc likely consist of any combination 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
Kyle Patrick Work History
Kyle has 14 years of experience.
Ubs Financial Services Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Extended Travel
Comcast Sportsnet Bay Area
Oakland Athletics
Ludawgs Baseball Camp
California Lutheran University
Disclosures
Kyle Patrick has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
Los Angeles, CA
Nashville, TN
San Diego, CA
Nashville, TN
Nashville, TN
New York, NY
Nashville, TN
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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