Ubs Financial Services Inc
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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
Years of Experience
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Ubs Financial Services Inc Brokerage Details
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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.
Ubs Financial Services Inc
Robert Mcdonald has disclosures.
Please visit their SEC profile for more details.
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