Emilie
Checrallah

Ubs Financial Services Inc

CRD#5965366
Investment Advisor
in Peabody, MA

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About this Advisor

Emilie Checrallah is an advisor who works out of Peabody, Massachusetts. Currently a registered advisor with Ubs Financial Services Inc, Checrallah has 14 years of experience in the financial advisory industry. Checrallah has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Checrallah is registered to advise investors based out of New Hampshire. Checrallah has gained experience at Ubs Financial Services, The Lobster Shanty Restaurant Inc, Trunity Inc, Direct Power Marketing Inc, Chili'S Bar And Grill and Full Time Education. Ubs Financial Services Inc is headquartered in Peabody, Massachusetts, and operates out of 369 other brick-and-mortar locations in the country. In aggregate, Ubs Financial Services Inc oversees $496 billion in assets covering 957,738 accounts and employs more than 13,335 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 500,077 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 56% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Ubs Financial Services Inc can provide 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

15 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

8 Essex Center Drive 2Nd Floor
Peabody, MA 01960

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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

Emilie Checrallah Work History

Emilie has 15 years of experience.

2011 - Present (9 years)

Ubs Financial Services

2010 - 2010 (< 1 year)

Trunity Inc

2009 - 2010 (1 year)

Direct Power Marketing Inc

2009 - 2010 (1 year)

Full Time Education

2008 - 2011 (3 years)

The Lobster Shanty Restaurant Inc

2005 - 2011 (6 years)

Chili'S Bar And Grill

Disclosures

Emilie Checrallah has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Amanda Evans
Houston, TX
Nicole Hiller
Wayzata, MN
Jeremy Seidman
Boston, MA
Magda Malinowski
Chicago, IL
Christopher Albanese
Weehawken, NJ
Marcela Brown
Milwaukee, WI
Eric Ayarzagoitia Trevino
San Antonio, TX
Erika Lara
San Angelo, TX

This content was compiled from the SEC and FINRA.

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