Sean
Mcelroy
Ubs Financial Services Inc
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About this Advisor
Sean Mcelroy is a financial advisor based in Cockeysville, Maryland, working with Ubs Financial Services Inc. Sean has previously held positions at Ubs Financial Services, Betamore, Millennial Media, and Baltimore Angels. Sean has passed the Series 66 regulatory exam and is registered to provide services in Maryland and Texas. Currently, Sean is part of Ubs Financial Services Inc, which operates out of Cockeysville, Maryland. The firm has 369 offices and 12,701 employees. The firm manages assets totaling $702.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Ubs Financial Services Inc includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ubs Financial Services Inc Brokerage Details
$702,387,082,915
12,701
1,093,486
$642,338
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
Sean Mcelroy Work History
Ubs Financial Services
Betamore
Millennial Media
Baltimore Angels
Disclosures
Please visit the SEC profile of Sean Mcelroy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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