Angeline
Newman

Ubs Financial Services Inc

CRD#1425710
Investment Advisor
in Florham Park, NJ

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About this Advisor

Angeline Newman is a financial advisor operating in Florham Park, New Jersey, who has been in the financial industry for 16 years. Newman is an employee of Ubs Financial Services Inc. Over the course of their career, Newman has held roles at Ubs Financial Services Inc. Newman has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey and Texas. Ubs Financial Services Inc is a firm headquartered in Florham Park, New Jersey. The firm has offices in 369 locations and a total of 15,605 people on staff. It administers $591 billion in total assets between its 975,301 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 5,525 charitable organizations. Of its 975,301 client accounts, 58% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm provides a wide array 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 for financial management are based on which services are offered. Fees charged by Ubs Financial Services Inc likely consist of some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 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

500 Campus Drive 2Nd Floor
Florham Park, NJ 07932

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$591,360,861,325

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

15,605

NJ Average: 92
Total Number of Accounts

975,301

NJ Average: 6,978
Average Account Size

$606,337

NJ 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

Angeline Newman Work History

Angeline has 16 years of experience.

2013 - Present (8 years)

Ubs Financial Services Inc

2004 - 2013 (9 years)

Ubs Financial Services Inc

Disclosures

Angeline Newman has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Sean Moran
Chicago, IL
Mark Korona
Lexington, KY
Quillian Grindstaff
Charlotte, NC
Philip Topacio
San Francisco, CA
Ezequiel Sporleder
Miami, FL
William Liu Jr.
Melville, NY
Denise Alvarez
Miami, FL
Andrew Noone
Dallas, TX

This content was compiled from the SEC and FINRA.

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