Dale
Woolhiser

Ubs Financial Services Inc

CRD#705319
Investment Advisor
in Missoula, MT

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About this Advisor

Dale Woolhiser is a financial advisor whose office is in Missoula, Montana. Currently a registered investment advisor with Ubs Financial Services Inc, Woolhiser has an impressive 30 years of practice as a financial advisor. Woolhiser has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Woolhiser is able to work with clients in Montana, Texas and Utah. Woolhiser has gained experience at Silverdale, Inc and Ubs Financial Services Inc. Ubs Financial Services Inc is located in Missoula, Montana, and has 369 additional offices throughout the nation. As an advisor firm, Ubs Financial Services Inc oversees $591 billion in assets covering 975,301 client accounts and retains more than 15,605 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 522,287 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 58% of the advisory firm's customers are high-net-worth individuals, meaning they have over $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 may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

30 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

100 Railroad Street W
Missoula, MT 59802

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$591,360,861,325

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

15,605

MT Average: 92
Total Number of Accounts

975,301

MT Average: 6,978
Average Account Size

$606,337

MT 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

Dale Woolhiser Work History

Dale has 30 years of experience.

2009 - Present (12 years)

Ubs Financial Services Inc

1990 - Present (31 years)

Silverdale, Inc

Disclosures

Dale Woolhiser has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Christen Plotkin
Villa Park, IL
Bryan Wickes
Weehawken, NJ
Hannes Grascher
New York, NY
Trenton Coats
Newport Beach, CA
Matthew Moeller
Brookfield, WI
Giovanni Ruggiero
Cleveland, OH
David Wright
Austin, TX
Christopher Marmion
Columbus, OH

This content was compiled from the SEC and FINRA.

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