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 in Peabody, Massachusetts. Currently an investment advisor with Ubs Financial Services Inc, they have accrued a notable 23 years of practice in the financial advisory industry. Mcdonald holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Mcdonald is registered to act as a financial advisor based out of Texas. Mcdonald has spent their entire career at Ubs Financial Services Inc. Ubs Financial Services Inc is located in Peabody, Massachusetts, and has 369 additional brick-and-mortar locations in the nation. In total, Ubs Financial Services Inc manages $496 billion in assets dispersed across 922,927 client accounts and employs more than 13,402 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. 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 customers are high-net-worth individuals, meaning they have greater than $1 million in 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 63, Series 65

Years of Experience

23 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 23 years of experience.

1995 - Present (24 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

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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