Ubs Financial Services Inc
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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ubs Financial Services Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.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
Comcast Sportsnet Bay Area
Ludawgs Baseball Camp
California Lutheran University
Kyle Patrick has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
Los Angeles, CA
San Diego, CA
New York, NY
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 firstname.lastname@example.org.
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.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.