Robert
Dorfman
Ubs Asset Management (Americas) LLC
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About this Advisor
Robert Dorfman is a financial advisor based in Palm Beach Gardens, Florida, working with Ubs Asset Management (Americas) LLC. Robert has previously held positions at Painewebber Inc and Brinson Advisors, Inc. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Robert is part of Ubs Asset Management (Americas) LLC, which operates out of Palm Beach Gardens, Florida. The firm has 15 offices and 823 employees. The firm manages assets totaling $477.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Ubs Asset Management (Americas) LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ubs Asset Management (Americas) LLC Brokerage Details
$477,863,691,247
823
353,642
$1,351,264
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Robert Dorfman Work History
Painewebber Inc
Brinson Advisors, Inc
Disclosures
Please visit the SEC profile of Robert Dorfman 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 Asset Management (Americas) LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
Fairfield, CT
New York, NY
New York, NY
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