Ubs Financial Services Inc
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About this Advisor
Evan Goldfarb is a financial advisor who works in Weehawken, New Jersey, who has been in the industry for 10 years. Goldfarb works at Ubs Financial Services Inc. Over the course of their career, Goldfarb has held roles at Ubs Financial Services, Guggenheim Investments, Hart Agency and The Zellman Group. Goldfarb has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey. Ubs Financial Services Inc is a financial advisory business that has its headquarters in Weehawken, New Jersey. The investment advisory business has offices in 369 locations and a total of 15,605 people on staff. It oversees $591 billion in assets across its 975,301 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 5,525 charities and foundations. Of its 975,301 client accounts, 58% are held by high-net-worth individuals who have greater than $1 million in investable assets. Ubs Financial Services Inc provides a diverse assortment of services, including 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. Fees charged by financial advisors typically depend on which services are provided. Fee types billed by Ubs Financial Services Inc can be comprised of 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 Goldfarb Work History
Evan has 10 years of experience.
Ubs Financial Services
The Zellman Group
Evan Goldfarb has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
Red Bank, NJ
Short Hills, NJ