Ubs Financial Services Inc
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About this Advisor
Scott Newton is an advisor who works out of Peabody, Massachusetts. Currently an advisor at Ubs Financial Services Inc, Newton has 10 years of work experience. Newton maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Newton is able to act as an advisor based out of Texas. Newton has spent their entire career at Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in Peabody, Massachusetts, and operates out of 369 locations in the country. Overall, Ubs Financial Services Inc manages $496 billion in assets across 922,927 accounts and employs more than 13,402 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. The firm manages 453,419 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 52% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Ubs Financial Services Inc provides 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
Scott Newton Work History
Scott has 10 years of experience.
Ubs Financial Services Inc
Scott Newton has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
La Jolla, CA
Florham Park, NJ