Brendon
Hutchins

Ubs Financial Services Inc

CRD#2515150
Investment Advisor
in Springfield, MA

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About this Advisor

Brendon Hutchins is a certified financial planner based out of Springfield, Massachusetts with a total of 10 years of relevant experience. Hutchins is currently employed by Ubs Financial Services Inc. Throughout their career, they have worked at D.J. St. Germain Company, Inc and Ubs Financial Services Inc. Hutchins has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut, Rhode Island and Texas. Ubs Financial Services Inc is a registered investment company that has its headquarters in Weehawken, NJ. The company has offices in 369 locations and a total of 13,059 people on staff. It handles $601 billion in assets under management between its 1,077,471 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 8,062 charities and foundations. Of its 1,077,471 client accounts, 65% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Ubs Financial Services Inc has a diverse 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. A financial advisor's fees typically depend on which services the firm provides the client. However, fee types billed by Ubs Financial Services Inc can include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

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

Office Location

One Monarch Place Suite 1400
Springfield, MA 01144

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$600,808,847,012

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

13,059

MA Average: 92
Total Number of Accounts

1,077,471

MA Average: 6,978
Average Account Size

$557,610

MA Average: $1,450,417

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

Brendon Hutchins Work History

Brendon has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Ubs Financial Services Inc

2003 - 2013 (10 years)

D.J. St. Germain Company, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brendon Hutchins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ubs Financial Services Inc

Janine Klein
Miami, FL
David Coleman
Short Hills, NJ
Karyn Laughrun
Asheville, NC
Donald Rosenthal
Short Hills, NJ
Eric Delagarza
Watertown, NY
Michael Tusing
Chesterfield, MO
Seth Ripple
Miami, FL
John Mccolskey
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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