Ubs Financial Services Inc

Investment Advisor
in Wellesley Hills, MA

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About this Advisor

Herbert Hollender is a financial advisor operating out of Wellesley Hills, Massachusetts, with a total of 11 years in the industry. Hollender is on the advisory team at Ubs Financial Services Inc. They have been an employee of Ubs Financial Services Inc for their whole career. Hollender maintains a Series 63 license, designating them as a securities representative, and is approved to work in Texas. Ubs Financial Services Inc is a business headquartered in Wellesley Hills, Massachusetts. The firm has offices in 369 locations and a total of 13,335 employees. It oversees $496 billion in assets under management among its 957,738 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 4,771 charitable organizations. Of its 957,738 customer accounts, 56% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Ubs Financial Services Inc performs a number of services, including 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 fee schedules largely vary depending on which services the firm provides the client. Fees charged by Ubs Financial Services Inc likely are comprised of some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years of Experience

12 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

55 William Street
Wellesley Hills, MA 02481

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management


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


MA Average: 92
Total Number of Accounts


MA Average: 6,978
Average Account Size


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

Herbert Hollender Work History

Herbert has 12 years of experience.

2008 - Present (12 years)

Ubs Financial Services Inc


Herbert Hollender has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Brent Barnhart
Birmingham, MI
Magda Malinowski
Chicago, IL
Claudine Choquette
Miami, FL
Christopher Albanese
Weehawken, NJ
Brian Proppe
Hartford, CT
Thomas Carney
New York, NY
Patrick Harrington
Weehawken, NJ
William Blake
Plano, TX

This content was compiled from the SEC and FINRA.

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