Ubs Financial Services Inc
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About this Advisor
Christopher Albanese is an advisor whose office is in Weehawken, New Jersey. Currently an investment advisor at Ubs Financial Services Inc, they have accumulated nine years of work experience. Albanese holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Albanese can work with customers in Illinois. During their career, Albanese has held roles at Jp Morgan Chase Bank Na, Chase Investment Services Corp, White Rhino Bar & Grill, J.P. Morgan Securities LLC, Fifth Third Bank, Fifth Third Securities and Ubs. Ubs Financial Services Inc is based out of Weehawken, New Jersey, and has 369 additional locations in the nation. In aggregate, Ubs Financial Services Inc manages $496 billion in assets dispersed across 957,738 client accounts and retains more than 13,335 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. The firm manages 500,077 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 56% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Ubs Financial Services Inc provides 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
Years of Experience
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Ubs Financial Services Inc Brokerage Details
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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
Christopher Albanese Work History
Christopher has 10 years of experience.
Fifth Third Securities
Fifth Third Bank
Fifth Third Securities
J.P. Morgan Securities LLC
Chase Investment Services Corp
White Rhino Bar & Grill
Jp Morgan Chase Bank Na
Christopher Albanese has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
San Francisco, CA
San Antonio, TX