Ubs Financial Services Inc

Investment Advisor
in Orlando, FL
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About this Advisor

Brian Liden is an advisor whose office is in Orlando, Florida. Currently an advisor with Ubs Financial Services Inc, they have accrued 19 years of work experience as a financial advisor. Liden holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Liden is able to operate in Florida and Texas. Throughout their career, Liden has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na and Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in Orlando, Florida, and has 369 offices in the nation. As a company, Ubs Financial Services Inc manages $496 billion in assets throughout 922,927 client accounts and retains more than 13,402 people. The amount of assets the firm manages places it among the biggest firms in the nation. The firm manages 453,419 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 52% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Ubs Financial Services Inc provides 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. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

19 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

111 No. Orange Ave
Orlando, FL 32801

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management


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


FL Average: 92
Total Number of Accounts


FL Average: 6,978
Average Account Size


FL 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

Brian Liden Work History

Brian has 19 years of experience.

2012 - Present (7 years)

Ubs Financial Services Inc

2009 - 2012 (3 years)

Bank Of America, Na

1999 - 2009 (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc


Brian Liden has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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