Andrew
Sweetland

Ubs Financial Services Inc

CRD#3197140
Investment Advisor
in Marblehead, MA

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About this Advisor

Andrew Sweetland is a financial advisor working out of Marblehead, Massachusetts, with a total of 19 years of work experience. Sweetland works at Ubs Financial Services Inc. They have spent all of their time as a financial advisor at Ubs Financial Services Inc. Sweetland maintains a Series 63 license, certifying them as a securities broker, and can serve investors in Texas. Ubs Financial Services Inc is a business that has its headquarters in Marblehead, Massachusetts. The investment advisory business has offices in 369 locations and a total of 13,335 employees. It administers $496 billion in assets under management between its 957,738 accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 4,771 charities and foundations. Of its 957,738 accounts, 56% belong to high-net-worth investors who have at least $1 million in assets. Ubs Financial Services Inc provides a broad set 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. Fees charged by financial advisors largely vary depending on which service is provided. Fee types billed by Ubs Financial Services Inc likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years of Experience

20 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

Two Market Square
Marblehead, MA 01945

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

MA Average: 92
Total Number of Accounts

957,738

MA Average: 6,978
Average Account Size

$517,923

MA 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

Andrew Sweetland Work History

Andrew has 20 years of experience.

2000 - Present (20 years)

Ubs Financial Services Inc

Disclosures

Andrew Sweetland has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Peter Maroney
New York, NY
Iziar Moure
Charlotte, NC
Fay Fruin-Jameson
Los Gatos, CA
John Dunahoo
Franklin, TN
Saman Samii
Dallas, TX
Christopher Albanese
Weehawken, NJ
Patrick Harrington
Weehawken, NJ

This content was compiled from the SEC and FINRA.

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