Ubs Financial Services Inc

Investment Advisor
in Short Hills, NJ

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About this Advisor

Evan Bloomberg is a financial advisor in Short Hills, New Jersey. Currently a registered advisor at Ubs Financial Services Inc, they have accrued nine years of professional experience in the financial advisory industry. Bloomberg has Series 63 and Series 66 licenses, certifying them as a securities agent. Bloomberg is registered to work with clients in New Jersey and Texas. The advisor has gained experience at Surveyor Capital, Sigma Capital and Ubs. Ubs Financial Services Inc is located in Short Hills, New Jersey, and operates out of 369 additional locations in the nation. As a company, Ubs Financial Services Inc manages $496 billion in assets covering 957,738 accounts and retains more than 13,335 people. The amount of assets the firm manages places it among the largest investment advisory firms in the nation. 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 firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. 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's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

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



Office Location

51 John F. Kennedy Parkway Suite 240
Short Hills, NJ 07078

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management


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


NJ Average: 92
Total Number of Accounts


NJ Average: 6,978
Average Account Size


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

Evan Bloomberg Work History

Evan has 10 years of experience.

2013 - Present (7 years)


2012 - 2013 (1 year)

Surveyor Capital

2010 - 2012 (2 years)

Sigma Capital


Evan Bloomberg has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Christopher Albanese
Weehawken, NJ
Evan Goldfarb
Weehawken, NJ
Laurens Cook
New York, NY
Michael Idy
West Palm Beach, FL
Catherine L. Smith
Portland, ME
Richard Henningsen
Anchorage, AK
Thomas Jenkins
Houston, TX
Patrick Mcgrady
Weehawken, NJ

This content was compiled from the SEC and FINRA.

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