Ashley
Buhl

Ubs Financial Services Inc

CRD#4542804
Investment Advisor
in Warren, NJ

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About this Advisor

Ashley Buhl is a financial advisor based in Warren, New Jersey, working with UBS Financial Services Inc. Ashley has previously held a position at UBS Financial Services Inc. Ashley has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Ashley is part of UBS Financial Services Inc, which operates out of Warren, New Jersey. The firm has 369 offices and 12,701 employees. The firm manages assets totaling $702.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at UBS Financial Services Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66

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

Office Location

184 Liberty Corner Road Suite 101
Warren, NJ 07059

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$702,387,082,915

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

12,701

NJ Average: 92
Total Number of Accounts

1,093,486

NJ Average: 6,978
Average Account Size

$642,338

NJ Average: $1,450,417

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

Ashley Buhl Work History

2003 - Present (21 years)

Ubs Financial Services Inc

Disclosures

Please visit the SEC profile of Ashley Buhl 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

Kirk Johnson
Durango, CO
David Rosenthal
Houston, TX
John Cullinane
Stamford, CT
Alfred Lobo
Palm Beach Gardens, FL
Sophie Abrams
Sherman Oaks, CA
Edward Wiederspiel
Charlotte, NC
Lauren Epstein
Fort Lauderdale, FL
Manda Cash
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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