Ubs Financial Services Inc

Investment Advisor
in Newport Beach, CA

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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

Series 63, Series 65

Years of Experience

11 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



Office Location

888 San Clemente Drive
Newport Beach, CA 92660

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management


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


CA Average: 92
Total Number of Accounts


CA Average: 6,978
Average Account Size


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

Micaela Murphy Work History

Micaela has 11 years of experience.

2015 - Present (5 years)

Ubs Financial Services Inc

2013 - 2015 (2 years)


2010 - 2013 (3 years)

Charles Schwab & Co., Inc

2010 - 2010 (< 1 year)

Ubs Financial Services

2009 - 2010 (1 year)

Full Time Education


Micaela Murphy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Eric Ayarzagoitia Trevino
San Antonio, TX
Magda Malinowski
Chicago, IL
Christopher Albanese
Weehawken, NJ
Fay Fruin-Jameson
Los Gatos, CA
Richard Grow
Charlotte, NC
Kimberly Sampson
Fort Lauderdale, FL
Gregory Miller
Newtown, PA

This content was compiled from the SEC and FINRA.

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