Reilly
Smith

Ubs Financial Services Inc

CRD#7049761
Investment Advisor
in Washington, DC

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About this Advisor

Reilly Smith is a financial advisor who works out of Washington, District Of Columbia, with 10 years of financial industry experience. Smith works at Ubs Financial Services Inc. Smith has gained experience at Ubs Financial Services Inc, Logistics Management Institute, Meltwater Group, Ymca, Town Of Hamburg, Wanakah Country Club, Lincoln Square Apartment Complex and University Of Pittsburgh. Smith has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in District Of Columbia. Ubs Financial Services Inc is a registered investment company based in Washington, District of Columbia. The firm has offices in 369 locations and a total of 15,605 financial advisors. It oversees $591 billion in total assets across its 975,301 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 5,525 charitable organizations. Of its 975,301 customer accounts, 58% are held by high-net-worth clients who have more than $1 million in assets. Ubs Financial Services Inc offers 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. A financial advisor's fees are based on the type of services. Fees billed by Ubs Financial Services Inc can consist of some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

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

1501 K Street North West 11Th Floor
Washington, DC 20005

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$591,360,861,325

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

15,605

DC Average: 92
Total Number of Accounts

975,301

DC Average: 6,978
Average Account Size

$606,337

DC 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

Reilly Smith Work History

Reilly has 10 years of experience.

2019 - Present (1 year)

Ubs Financial Services Inc

2017 - 2019 (2 years)

Logistics Management Institute

2016 - 2016 (< 1 year)

Meltwater Group

2015 - 2015 (< 1 year)

Town Of Hamburg

2013 - 2016 (3 years)

Ymca

2013 - 2013 (< 1 year)

Wanakah Country Club

2012 - 2016 (4 years)

University Of Pittsburgh

2010 - 2012 (2 years)

Lincoln Square Apartment Complex

Disclosures

Reilly Smith has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Brennan Collins
Springfield, MA
Thomas Ladd
New York, NY
Quillian Grindstaff
Charlotte, NC
John Griep
Weehawken, NJ
Mia Pagliaricci
New York, NY
Diane Aka-Bashorun
Weehawken, NJ
Michael Mattix
Atlanta, GA
Rogelio Fernandez
Miami, FL

This content was compiled from the SEC and FINRA.

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