Emilie
Checrallah

Ubs Financial Services Inc

CRD#5965366
Investment Advisor
in Peabody, MA

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About this Advisor

Emilie Checrallah is an investment advisor in Peabody, Massachusetts. Currently an investment advisor with Ubs Financial Services Inc, they have accrued 13 years of practice as a registered advisor. Checrallah holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Checrallah is able to advise customers in New Hampshire. Over the course of their career, they have held roles at Direct Power Marketing Inc, Ubs Financial Services, The Lobster Shanty Restaurant Inc, Trunity Inc, Chili'S Bar And Grill, Full Time Education and Infinity Media. Ubs Financial Services Inc is located in Peabody, Massachusetts, and has 369 other offices across the nation. Overall, Ubs Financial Services Inc manages $496 billion in assets throughout 922,927 client accounts and retains more than 13,402 people. The amount of assets the firm manages makes it one of the biggest firms in the nation. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 52% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Ubs Financial Services Inc offers 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's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 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 13 years of experience.

2011 - Present (8 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

2008 - 2009 (1 year)

Infinity Media

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

Debra Noble
Weehawken, NJ
Patrick Harrington
Weehawken, NJ
Micaela Murphy
La Jolla, CA
Kory Frost
Farmington, MI
Felicia Chang
Pasadena, CA
Chester Wang
Boulder, CO
Juliana Trovato
Florham Park, NJ
Brent Barnhart
Birmingham, MI

This content was compiled from the SEC and FINRA.

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