Christopher
Albanese

Ubs Financial Services Inc

CRD#5910059
Investment Advisor
in Weehawken, NJ

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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

Series 63, Series 65

Years of Experience

10 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

No

Office Location

1200 Harbor Boulevard
Weehawken, NJ 07086

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

NJ Average: 92
Total Number of Accounts

957,738

NJ Average: 6,978
Average Account Size

$517,923

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

Christopher Albanese Work History

Christopher has 10 years of experience.

2019 - Present (1 year)

Ubs

2018 - 2019 (1 year)

Fifth Third Securities

2013 - 2019 (6 years)

Fifth Third Bank

2013 - 2017 (4 years)

Fifth Third Securities

2012 - 2013 (1 year)

J.P. Morgan Securities LLC

2011 - 2012 (1 year)

Chase Investment Services Corp

2011 - 2012 (1 year)

White Rhino Bar & Grill

2010 - 2012 (2 years)

Jp Morgan Chase Bank Na

Disclosures

Christopher Albanese has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Kimberly Sampson
Fort Lauderdale, FL
Amanda Evans
Houston, TX
Samantha Hodgkins
Boston, MA
Peter Maroney
New York, NY
Chad Torelli
New York, NY
Fay Fruin-Jameson
Los Gatos, CA
Adriana Maria Da Cruz
New York, NY

This content was compiled from the SEC and FINRA.

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