Leeder
Hsu

Ubs Financial Services Inc

CRD#5510008
Investment Advisor
in Los Angeles, CA
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About this Advisor

Leeder Hsu is an investment advisor in Los Angeles, California. Currently a registered advisor with Ubs Financial Services Inc, Hsu has 10 years of professional experience in the financial advisory industry. Hsu has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Hsu is able to work with investors in California. The advisor has gained experience at Lincoln Financial Advisors and Ubs Financial Service Inc. Ubs Financial Services Inc is headquartered in Los Angeles, California, and operates out of 369 other offices in the nation. As a company, Ubs Financial Services Inc manages $496 billion in assets across 922,927 accounts and retains more than 13,402 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 52% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Ubs Financial Services Inc can offer 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. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

10 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

2000 Avenue Of The Stars
Los Angeles, CA 90067

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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

Leeder Hsu Work History

Leeder has 10 years of experience.

2015 - Present (4 years)

Ubs Financial Service Inc

2008 - 2015 (7 years)

Lincoln Financial Advisors

Disclosures

Leeder Hsu has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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