Brent
Barnhart

Ubs Financial Services Inc

CRD#5752339
Investment Advisor
in Birmingham, MI

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About this Advisor

Brent Barnhart is a financial advisor working in Birmingham, Michigan, who has been in the advisory business for 9 years. Barnhart is an employee of Ubs Financial Services Inc. They have spent their complete career at Ubs Financial Services Inc. Barnhart holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Michigan and Texas. Ubs Financial Services Inc is a registered investment firm headquartered in Birmingham, Michigan. It has offices in 369 locations and a total of 13,335 advisors. It administers $496 billion in total assets across its 957,738 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 4,771 charities and foundations. Of its 957,738 customer accounts, 56% are associated with high-net-worth clients who have more than $1 million in assets. Ubs Financial Services Inc provides a number of services, including 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. Fees charged by financial advisors largely vary depending on the type of services. Fees billed by Ubs Financial Services Inc most likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

325 N Old Woodward Ave Suite 200
Birmingham, MI 48009

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

MI Average: 92
Total Number of Accounts

957,738

MI Average: 6,978
Average Account Size

$517,923

MI 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

Brent Barnhart Work History

Brent has 10 years of experience.

2010 - Present (10 years)

Ubs

Disclosures

Brent Barnhart has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Magda Malinowski
Chicago, IL
Amanda Evans
Houston, TX
John Lindgren
New York, NY
Catherine L. Smith
Portland, ME
Adriana Maria Da Cruz
New York, NY
Erika Lara
San Angelo, TX
Fay Fruin-Jameson
Los Gatos, CA
Christopher Marmion
Columbus, OH

This content was compiled from the SEC and FINRA.

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