Magda
Malinowski

Ubs Financial Services Inc

CRD#5934668
Investment Advisor
in Chicago, IL

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About this Advisor

Magda Malinowski is an investment advisor whose office is in Chicago, Illinois. Currently an advisor at Ubs Financial Services Inc, they have accumulated nine years of practice in the financial advisory industry. Malinowski has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Malinowski is able to work with customers based out of Illinois. Throughout their career, they have worked at Rbc Capital Markets, LLC, Bank Of America, Skidder'S Restaurant and Ubs Financial Services Inc. Ubs Financial Services Inc is based out of Chicago, Illinois, and has 369 additional locations in the United States. As an advisory firm, Ubs Financial Services Inc oversees $496 billion in assets across 957,738 accounts and employs more than 13,335 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the United States. 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 advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. 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

1 North Wacker Drive 25Th and 26Th and 31St Floors
Chicago, IL 60606

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

IL Average: 92
Total Number of Accounts

957,738

IL Average: 6,978
Average Account Size

$517,923

IL 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

Magda Malinowski Work History

Magda has 10 years of experience.

2015 - Present (5 years)

Ubs Financial Services Inc

2011 - 2015 (4 years)

Rbc Capital Markets, LLC

2010 - 2011 (1 year)

Bank Of America

2010 - 2010 (< 1 year)

Skidder'S Restaurant

Disclosures

Magda Malinowski has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Mark Thompson
Los Angeles, CA
William Blake
Plano, TX
Kimberly Sampson
Fort Lauderdale, FL
Chad Torelli
New York, NY
Christopher Albanese
Weehawken, NJ
Marcela Brown
Milwaukee, WI
Casey Arundel
Atlanta, GA
Michael Idy
West Palm Beach, FL

This content was compiled from the SEC and FINRA.

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