Ubs Financial Services Inc

Investment Advisor
in Weehawken, NJ

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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

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

1000 and 1200 Harbor Blvd.
Weehawken, NJ 07086

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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 Goldfarb Work History

Evan has 10 years of experience.

2015 - Present (5 years)

Ubs Financial Services

2012 - 2015 (3 years)

Guggenheim Investments

2012 - 2012 (< 1 year)

Hart Agency

2010 - 2011 (1 year)

The Zellman Group


Evan Goldfarb has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Tess Segal
Red Bank, NJ
Joseph Schultz
Chicago, IL
Scott Emerson
Atlanta, GA
Jose Araujo
Houston, TX
Louis Trachtman
Short Hills, NJ
Thomas Atkinson
Miami, FL
Michael Pagan
Weehawken, NJ
Andrew Guise
Chicago, IL

This content was compiled from the SEC and FINRA.

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