Kirsten
Ismail

Ubs Financial Services Inc

CRD#2786827
Investment Advisor
in Boston, MA
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About this Advisor

Kirsten Ismail is a certified financial planner who works in Boston, Massachusetts. Currently a registered financial advisor with Ubs Financial Services Inc, Ismail has an impressive 21 years of work experience in the financial advisory industry. Ismail maintains Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Ismail is able to advise investors in Maine and Texas. Over the course of their career, Ismail has held roles at Citigroup Global Markets Inc and Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in Boston, Massachusetts, and operates out of 369 additional brick-and-mortar locations in the United States. In aggregate, Ubs Financial Services Inc oversees $496 billion in assets dispersed across 922,927 accounts and retains more than 13,402 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 453,419 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 52% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. 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's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

21 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 Post Office Square
Boston, MA 02109

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,090,415,121

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

13,402

MA Average: 92
Total Number of Accounts

922,927

MA Average: 6,978
Average Account Size

$537,519

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

Kirsten Ismail Work History

Kirsten has 21 years of experience.

2009 - Present (10 years)

Ubs Financial Services Inc

1997 - 2009 (12 years)

Citigroup Global Markets Inc

Disclosures

Kirsten Ismail has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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