Ubs Financial Services Inc

Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Kevin Marriott is an investment advisor whose office is in Fort Lauderdale, Florida. Currently an investment advisor at Ubs Financial Services Inc, Marriott has 10 years of professional experience in the financial advisory industry. Marriott holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Marriott is able to work with clients in Florida, New Jersey and Pennsylvania. Over the course of their career, Marriott has held roles at Wells Fargo Advisors LLC and Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in Fort Lauderdale, Florida, and operates out of 369 brick-and-mortar locations in the United States. Overall, Ubs Financial Services Inc manages $591 billion in assets throughout 975,301 accounts and employs more than 15,605 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 522,287 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 58% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Ubs Financial Services Inc offers 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 may charge clients 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



Office Location

401 East Las Olas Boulevard Las Olas Centre
Fort Lauderdale, FL 33301

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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

Kevin Marriott Work History

Kevin has 10 years of experience.

2015 - Present (7 years)

Ubs Financial Services Inc

2014 - 2015 (1 year)

Ubs Financial Services Inc

2010 - 2014 (4 years)

Wells Fargo Advisors LLC


Kevin Marriott has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Richard Weintraub
Weehawken, NJ
Anne Cheaney
Louisville, KY
Andrew Kimm
New York, NY
Jessica Danish
Weehawken, NJ
Tyler Maddox
Indianapolis, IN
Shu Yue Zhong
San Francisco, CA
Christopher Metter
New York, NY
Ashley Huffines
Chattanooga, TN

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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