Carlin Woodard

Ubs Financial Services Inc

Investment Advisor
in Boston, MA

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About this Advisor

Karen Carlin Woodard is a certified financial planner operating out of Boston, Massachusetts, with a total of 11 years of work experience. Carlin Woodard works at Ubs Financial Services Inc. Over the course of their career, Carlin Woodard has held roles at Credit Suisse Securities (Usa) LLC, Credit Suisse Lending LLC and Ubs Financial Services Inc. Carlin Woodard maintains a Series 63 license, qualifying them as a securities representative, and is registered to work in Texas. Ubs Financial Services Inc is a financial advisory company based in Boston, Massachusetts. The firm has offices in 369 locations and a total of 13,335 people on staff. It has $496 billion in assets between its 957,738 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 4,771 charities and foundations. Of its 957,738 client accounts, 56% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm has 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. Fees charged by financial advisors are based on which services the firm provides the client. Fee types charged by Ubs Financial Services Inc may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

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

One Post Office Square
Boston, MA 02109

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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

Karen Carlin Woodard Work History

Karen has 12 years of experience.

2015 - Present (5 years)

Ubs Financial Services Inc

2014 - 2015 (1 year)

Credit Suisse Lending LLC

2008 - 2015 (7 years)

Credit Suisse Securities (Usa) LLC


Karen Carlin Woodard has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Anita Humphrey
Clearwater, FL
Magda Malinowski
Chicago, IL
Moira Trott
Raleigh, NC
Ian Deluke
Rochester, NY
Adriana Maria Da Cruz
New York, NY
Nicole Hiller
Wayzata, MN
Christopher Marmion
Columbus, OH
Saman Samii
Dallas, TX

This content was compiled from the SEC and FINRA.

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