Brennan
Collins

Ubs Financial Services Inc

CRD#6413149
Investment Advisor
in Springfield, MA

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About this Advisor

Brennan Collins is a financial advisor located in Springfield, Massachusetts. Currently an advisor at Ubs Financial Services Inc, Collins has 10 years of professional experience as an investment advisor. Collins maintains a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Collins is registered to serve investors based out of Connecticut and Texas. Collins has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of New York Mellon Wealth Management and Bank Of America, N.A. Ubs Financial Services Inc is headquartered in Springfield, Massachusetts, and operates out of 369 locations in the United States. In total, Ubs Financial Services Inc manages $591 billion in assets throughout 975,301 accounts and employs more than 15,605 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 522,287 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 58% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Ubs Financial Services Inc provides 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

One Monarch Place Suite 1400
Springfield, MA 01144

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$591,360,861,325

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

15,605

MA Average: 92
Total Number of Accounts

975,301

MA Average: 6,978
Average Account Size

$606,337

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

Brennan Collins Work History

Brennan has 10 years of experience.

2015 - Present (7 years)

Bank Of America, N.A

2014 - Present (8 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2014 (1 year)

Bank Of New York Mellon Wealth Management

2011 - 2013 (2 years)

Bank Of New York Mellon Wealth Management

2010 - 2011 (1 year)

Bank Of New York Mellon Wealth Management

Disclosures

Brennan Collins has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Brennan Collins
Springfield, MA
Thomas Ladd
New York, NY
Quillian Grindstaff
Charlotte, NC
Tessa Zhang
Weehawken, NJ
Kay Buel
Kansas City, MO
James Palumbo
Vienna, VA
Michael Reinbold
Dallas, TX
Roger Kraus
Boston, MA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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