Daniel
Berger

Ubs Financial Services Inc

CRD#1337898
Investment Advisor
in Saint Louis, MO

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About this Advisor

Daniel Berger is a financial advisor operating out of Saint Louis, Missouri, who has been in the financial industry for 11 years. Berger is on the advisory team at Ubs Financial Services Inc. They have spent their entire employment at Ubs Financial Services Inc. Berger holds a Series 63 license, qualifying them as a securities broker, and is registered to serve investors in Missouri and Texas. Ubs Financial Services Inc is a financial advisory company operating out of Saint Louis, Missouri. The company has offices in 369 locations and a total of 15,605 financial advisors. It handles $591 billion in assets among its 975,301 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 5,525 charitable organizations. Of its 975,301 client accounts, 58% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm has a number of services, such as 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. Financial advisory fee schedules typically vary depending on the type of financial services. However, fee types billed by Ubs Financial Services Inc can be comprised of any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years of Experience

11 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

One North Brentwood Blvd. Shaw Park Plaza
Saint Louis, MO 63105

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$591,360,861,325

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

15,605

MO Average: 92
Total Number of Accounts

975,301

MO Average: 6,978
Average Account Size

$606,337

MO 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

Daniel Berger Work History

Daniel has 11 years of experience.

2009 - Present (12 years)

Ubs Financial Services Inc

Disclosures

Daniel Berger has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Christina Arvidson
Ogden, UT
Samuel Rosis
New York, NY
Michael Culin
Plano, TX
Jeremy Mykulak
Atlanta, GA
Louis Barbuto
New York, NY
Tessa Zhang
Weehawken, NJ
Kelliann O'Connor
New York, NY

This content was compiled from the SEC and FINRA.

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