Michael
Frost

Ubs Financial Services Inc

CRD#1041812
Investment Advisor
in Mount Laurel, NJ

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About this Advisor

Michael Frost is a financial advisor operating in Mount Laurel, New Jersey with a total of 14 years of relevant experience. Frost is an employee of Ubs Financial Services Inc. They have spent the entirety of their career at Ubs Financial Services Inc. Frost holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, New Jersey and Texas. Ubs Financial Services Inc is a business based out of Weehawken, NJ. The investment advisory business has offices in 369 locations and a total of 13,059 employees. It administers $601 billion in assets among its 1,077,471 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 8,062 charities and foundations. Of its 1,077,471 accounts, 65% are held by high-net-worth individuals who have at least $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 are based on which services the firm provides the client. However, fees billed by Ubs Financial Services Inc likely include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 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

501 Fellowship Road
Mount Laurel, NJ 08054

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$600,808,847,012

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

13,059

NJ Average: 92
Total Number of Accounts

1,077,471

NJ Average: 6,978
Average Account Size

$557,610

NJ Average: $1,450,417

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

Michael Frost Work History

Michael has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Ubs Financial Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Frost to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ubs Financial Services Inc

Janine Klein
Miami, FL
David Coleman
Short Hills, NJ
Karyn Laughrun
Asheville, NC
Donald Rosenthal
Short Hills, NJ
Eric Delagarza
Watertown, NY
Michael Tusing
Chesterfield, MO
Seth Ripple
Miami, FL
John Mccolskey
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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