Tyler
Childs

Ubs Financial Services Inc

CRD#6057499
Investment Advisor
in Birmingham, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Tyler Childs is a financial advisor based in Birmingham, Michigan, working with Ubs Financial Services Inc. Tyler has previously held positions at Invesco Distributors, Inc, Invesco Advisers, Inc, Copeland Capital Management, LLC, Northern Lights Distributors, LLC, and Ubs Financial Services Inc. Tyler has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan and Texas. Currently, Tyler is part of Ubs Financial Services Inc, which operates out of Birmingham, Michigan. The firm has 369 offices and 12,701 employees. The firm manages assets totaling $702.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Ubs Financial Services Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

Office Location

325 N Old Woodward Ave Suite 200
Birmingham, MI 48009

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$702,387,082,915

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

12,701

MI Average: 92
Total Number of Accounts

1,093,486

MI Average: 6,978
Average Account Size

$642,338

MI Average: $1,450,417

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

Tyler Childs Work History

2017 - Present (7 years)

Ubs Financial Services Inc

2015 - 2017 (2 years)

Copeland Capital Management, LLC

2015 - 2017 (2 years)

Northern Lights Distributors, LLC

2014 - 2015 (1 year)

Invesco Distributors, Inc

2014 - 2015 (1 year)

Invesco Advisers, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Tyler Childs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ubs Financial Services Inc

Hailey Van Avery
Everett, WA
Dominic Russo
Weehawken, NJ
Matthew Smith
Bethesda, MD
Vincent Andrighetto
Palo Alto, CA
Emily Puckett
Knoxville, TN
Lauren Srour
Short Hills, NJ
Jasmine Richardson
Mount Laurel, NJ
Samantha Wagner
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started