Gerald
Anders

Ubs Financial Services Inc

CRD#2176894
Investment Advisor
in Vero Beach, FL
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About this Advisor

Gerald Anders is a certified financial planner based out of Vero Beach, Florida, who has been in the financial industry for 10 years. Anders is an advisor for Ubs Financial Services Inc. Anders has gained experience at Ubs Financial Services Inc, Wachovia Securities, LLC and Wells Fargo Advisors LLC. Anders maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida. Ubs Financial Services Inc is a registered investment business based out of Vero Beach, Florida. The investment advisory business has offices in 369 locations and a total of 13,402 employees. It handles $496 billion in assets across its 922,927 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 4,543 charities and foundations. Of its 922,927 customer accounts, 52% are held by high-net-worth clients who have greater than $1 million in assets. Ubs Financial Services Inc has a number 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. A financial advisor's fees largely are based on which services are offered. However, fee types charged by Ubs Financial Services Inc can consist 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

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

Yes

Office Location

1701 Route A 1A
Vero Beach, FL 32963

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

FL Average: 92
Total Number of Accounts

957,738

FL Average: 6,978
Average Account Size

$517,923

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

Gerald Anders Work History

Gerald has 10 years of experience.

2015 - Present (4 years)

Ubs Financial Services Inc

2009 - 2015 (6 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 year)

Wachovia Securities, LLC

Disclosures

Gerald Anders has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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