Daniel
Beheshti
Ubs Financial Services Inc
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About this Advisor
Daniel Beheshti is a financial advisor working in Las Vegas, Nevada, with a total of 3 years of industry experience. Beheshti is an employee of Ubs Financial Services Inc. During their career, Beheshti has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Beheshti maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Nevada. Ubs Financial Services Inc is an advisory company that has its headquarters in Weehawken, NJ. The firm has offices in 369 locations and a total of 13,059 people on staff. It manages $601 billion in assets among its 1,077,471 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 8,062 charities and foundations. Of its 1,077,471 client accounts, 65% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Ubs Financial Services Inc provides a diverse array 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. Fees for financial advice are based on which services are offered. However, fee types charged by Ubs Financial Services Inc likely are comprised of any combination of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ubs Financial Services Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$600,808,847,012
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
13,059
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,077,471
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$557,610
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 Beheshti Work History
Daniel has been registered as a financial advisor for 3 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Beheshti 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
Miami, FL
Short Hills, NJ
Asheville, NC
Short Hills, NJ
Watertown, NY
Chesterfield, MO
Miami, FL
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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