Kyle
Patrick

Ubs Financial Services Inc

CRD#6612102
Investment Advisor
in Mill Valley, CA

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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

Series 66

Years of Experience

14 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

2 Belvedere Place Suite 220
Mill Valley, CA 94941

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$692,292,245,524

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

12,710

CA Average: 92
Total Number of Accounts

1,073,865

CA Average: 6,978
Average Account Size

$644,673

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

Kyle Patrick Work History

Kyle has 14 years of experience.

2019 - Present (4 years)

Ubs Financial Services Inc

2018 - 2019 (1 year)

Bank Of America, N.A

2016 - 2019 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2016 (1 year)

Extended Travel

2013 - 2015 (2 years)

Comcast Sportsnet Bay Area

2013 - 2013 (< 1 year)

Oakland Athletics

2012 - 2012 (< 1 year)

Ludawgs Baseball Camp

2008 - 2012 (4 years)

California Lutheran University

Disclosures

Kyle Patrick has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Genevieve Gacad
Los Angeles, CA
Matthew Gentzkow
Nashville, TN
Kevin Fennell
San Diego, CA
Marion Quina
Nashville, TN
Grace Seymour
Nashville, TN
Alex Gilman
New York, NY
Kristen Ellsworth
Nashville, TN
Elizabeth Fowlks
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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