Ubs Financial Services Inc
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About this Advisor
Casey Arundel is an investment advisor in Atlanta, Georgia. Currently an investment advisor at Ubs Financial Services Inc, Arundel has nine years of practice in the financial advisory industry. Arundel has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Arundel is registered to work with investors in Georgia and Texas. Their career trajectory has included roles at Morgan Stanley, Cardlytics, Merrill Lynch, Pierce, Fenner & Smith Inc, Lpl Financial LLC, Bank Of America N.A and Ubs Financial Services Inc. Ubs Financial Services Inc is based out of Atlanta, Georgia, and has 369 other brick-and-mortar locations across the nation. In aggregate, Ubs Financial Services Inc manages $496 billion in assets dispersed across 957,738 accounts and employs more than 13,335 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. The firm manages 500,077 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 56% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. 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 may charge clients asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Ubs Financial Services Inc Brokerage Details
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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
Casey Arundel Work History
Casey has 10 years of experience.
Ubs Financial Services Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Lpl Financial LLC
Casey Arundel has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
New York, NY
West Palm Beach, FL