Angeline
Newman

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.