Ubs Financial Services Inc
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About this Advisor
Micaela Murphy is a financial advisor based in Newport Beach, California, with a total of 10 years of experience as a financial advisor. Murphy is currently employed by Ubs Financial Services Inc. Their career trajectory has included roles at Charles Schwab & Co., Inc, Ubs Financial Services, Full Time Education, Fidelity and Ubs Financial Services Inc. Murphy has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Ubs Financial Services Inc is a financial advisory firm that has its headquarters in Newport Beach, California. The company has offices in 369 locations and a total of 13,335 people on staff. It has $496 billion in assets under management among its 957,738 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 4,771 charities and foundations. Of its 957,738 customer accounts, 56% are held by high-net-worth clients who have at least $1 million in assets available to invest. Ubs Financial Services Inc has a number of services, including 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 typically vary depending on which services the firm provides the client. Fees billed by Ubs Financial Services Inc can consist of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Ubs Financial Services Inc Brokerage Details
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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
Micaela Murphy Work History
Micaela has 11 years of experience.
Ubs Financial Services Inc
Charles Schwab & Co., Inc
Ubs Financial Services
Full Time Education
Micaela Murphy has no disclosures.
Please visit their SEC profile for more details.
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