Robert
Mcdonald

Ubs Financial Services Inc

CRD#727997
Investment Advisor
in Peabody, MA

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About this Advisor

Robert Mcdonald is a financial advisor working in Peabody, Massachusetts, who has been in the advisory business for 24 years. Mcdonald is an employee of Ubs Financial Services Inc. They have spent their whole time as a financial advisor at Ubs Financial Services Inc. Mcdonald has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Ubs Financial Services Inc is a company headquartered in Peabody, Massachusetts. The investment advisory business has offices in 369 locations and a total of 13,335 people on staff. It administers $496 billion in total assets among its 957,738 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 4,771 charitable organizations. Of its 957,738 customer accounts, 56% belong to high-net-worth individuals who have at least $1 million in assets. The firm provides a number of services, such as 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. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fee types billed by Ubs Financial Services Inc can be comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

25 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

Yes

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

Robert Mcdonald Work History

Robert has 25 years of experience.

1995 - Present (25 years)

Ubs Financial Services Inc

Disclosures

Robert Mcdonald has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Evan Goldfarb
Weehawken, NJ
Evan Bloomberg
Short Hills, NJ
Danyi Gu
San Francisco, CA
Nicole Hiller
Wayzata, MN
Casey Arundel
Atlanta, GA
Chad Torelli
New York, NY
Christopher Marmion
Columbus, OH

This content was compiled from the SEC and FINRA.

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