Michael
Idy

Ubs Financial Services Inc

CRD#5252829
Investment Advisor
in West Palm Beach, FL

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About this Advisor

Michael Idy is an advisor in West Palm Beach, Florida. Currently a registered investment advisor at Ubs Financial Services Inc, Idy has 10 years of professional experience. Idy has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Idy is registered to work with customers based out of Florida and Texas. Their career trajectory has included roles at Ubs Financial Services Inc and Na. Ubs Financial Services Inc is headquartered in West Palm Beach, Florida, and operates out of 369 other locations in the country. As a company, Ubs Financial Services Inc manages $591 billion in assets throughout 975,301 client accounts and employs more than 15,605 people. The level of assets currently under the firm's management makes it one of the biggest firms in the country. The firm manages 522,287 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 58% of the firm's customers are high-net-worth individuals, meaning they have more than $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

Disclosures

No

Office Location

525 Okeechobee Blvd Suite 1500
West Palm Beach, FL 33401

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$591,360,861,325

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

15,605

FL Average: 92
Total Number of Accounts

975,301

FL Average: 6,978
Average Account Size

$606,337

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

Michael Idy Work History

Michael has 10 years of experience.

2018 - Present (2 years)

Ubs Financial Services Inc

2011 - 2018 (7 years)

Ubs Financial Services Inc

2010 - 2011 (1 year)

Na

Disclosures

Michael Idy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Kelvin Pena
Miami, FL
Vivian Mui
San Francisco, CA
Dok Chua
New York, NY
Shana Metcalf
New York, NY
Dorothy Angelini
Carmel, CA
Crystal Jamieson
Irvine, CA
Reilly Smith
Washington, DC

This content was compiled from the SEC and FINRA.

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