Ubs Financial Services Inc
About this Advisor
Evan Bloomberg is an investment advisor in Short Hills, New Jersey. Currently an advisor at Ubs Financial Services Inc, they have gathered 10 years of experience in the financial advisory industry. Bloomberg has Series 63 and Series 66 licenses, certifying them as a securities agent. Bloomberg is registered to serve customers in New Jersey and Texas. Throughout their career, they have worked at Surveyor Capital, Sigma Capital and Ubs. Ubs Financial Services Inc is located in Short Hills, New Jersey, and operates out of 369 other offices throughout the nation. Overall, Ubs Financial Services Inc oversees $591 billion in assets throughout 975,301 client accounts and employs more than 15,605 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the nation. The firm manages 522,287 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 58% of the firm's customers are high-net-worth individuals, meaning they have more 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
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
Evan Bloomberg Work History
Evan has 10 years of experience.
Evan Bloomberg has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
San Mateo, CA
New York, NY
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.