David
Young

Ubs Financial Services Inc

CRD#1537302
Investment Advisor
in Denver, CO
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About this Advisor

David Young is a certified financial planner based out of Denver, Colorado, who has been in the industry for 23 years. Young works at Ubs Financial Services Inc. Throughout their career, they have worked at Ubs Financial Services Inc. Young has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Colorado and Texas. Ubs Financial Services Inc is a registered investment business operating in Denver, Colorado. It has offices in 369 locations and a total of 13,402 financial advisors. It oversees $496 billion in total assets among its 922,927 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 4,543 charitable organizations. Of its 922,927 customer accounts, 52% belong to high-net-worth investors who have greater than $1 million in assets. The business performs a diverse range 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. Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by Ubs Financial Services Inc can be comprised of any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

23 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

370-17Th Street
Denver, CO 80202

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,090,415,121

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

13,402

CO Average: 92
Total Number of Accounts

922,927

CO Average: 6,978
Average Account Size

$537,519

CO 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

David Young Work History

David has 23 years of experience.

2013 - Present (6 years)

Ubs Financial Services Inc

1995 - 2013 (18 years)

Ubs Financial Services Inc

Disclosures

David Young has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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