Evan
Bloomberg

Ubs Financial Services Inc

CRD#2830072
Investment Advisor
in Short Hills, NJ

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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

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

Disclosures

No

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

$591,360,861,325

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

15,605

NJ Average: 92
Total Number of Accounts

975,301

NJ Average: 6,978
Average Account Size

$606,337

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 (8 years)

Ubs

2012 - 2013 (1 year)

Surveyor Capital

2010 - 2012 (2 years)

Sigma Capital

Disclosures

Evan Bloomberg has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Lucille Denos
San Mateo, CA
Edward Persia
Houston, TX
Jacklyn Raymonda
Rochester, NY
Brian Mojica
Jacksonville, FL
Alex Elmore
Atlanta, GA
Marzena Hrebenko
New York, NY
Kurt Nielsen
Denver, CO

This content was compiled from the SEC and FINRA.

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.

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