Bradley
Rubin
Ubs Financial Services Inc
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About this Advisor
Bradley Rubin is a financial advisor operating out of Delray Beach, Florida who has 7 years of industry experience. Rubin is on the advisory team at Ubs Financial Services Inc. Their career trajectory has included roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Ubs Financial Services Inc. Rubin holds Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, New Jersey, New York and Texas. Ubs Financial Services Inc is a company operating out of Weehawken, NJ. The investment advisory business has offices in 369 locations and a total of 13,059 employees. It has $601 billion in total assets among its 1,077,471 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 8,062 charities and foundations. Of its 1,077,471 client accounts, 65% are associated with high-net-worth individuals who have at least $1 million in assets. The business performs a broad 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 depend on which services the firm provides the client. However, fees charged by Ubs Financial Services Inc can include any blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ubs Financial Services Inc Brokerage Details
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$600,808,847,012
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
13,059
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1,077,471
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$557,610
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
Bradley Rubin Work History
Bradley has been registered as a financial advisor for 7 years.*
Ubs Financial Services Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bradley Rubin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ubs Financial Services Inc
Miami, FL
Short Hills, NJ
Asheville, NC
Short Hills, NJ
Watertown, NY
Chesterfield, MO
Miami, FL
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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