Michael
Kennair

Ubs Financial Services Inc

CRD#5328758
Investment Advisor
in Atlanta, GA
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About this Advisor

Michael Kennair is a certified financial planner operating out of Atlanta, Georgia, who has been in the advisory business for 10 years. Kennair is an advisor for Ubs Financial Services Inc. During their career, the advisor has held roles at Ameriprise Financial Services Inc and Ameriprise Financial Services, Inc. Kennair maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Georgia. Ubs Financial Services Inc is an advisory firm that has its headquarters in Atlanta, Georgia. The investment advisory business has offices in 369 locations and a total of 13,402 people on staff. It administers $496 billion in assets across its 922,927 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 4,543 charities and foundations. Of its 922,927 client accounts, 52% belong to high-net-worth individuals who have at least $1 million in assets. The business performs 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. Financial advisory fees usually depend on which services are offered. Fees billed by Ubs Financial Services Inc likely consist of any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, 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

No

Office Location

3455 Peachtree Rd. Ne
Atlanta, GA 30326

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

GA Average: 92
Total Number of Accounts

957,738

GA Average: 6,978
Average Account Size

$517,923

GA 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 Kennair Work History

Michael has 10 years of experience.

2010 - 2015 (5 years)

Ameriprise Financial Services, Inc

2008 - 2010 (2 years)

Ameriprise Financial Services Inc

Disclosures

Michael Kennair has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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