Michael
Laverda
Ubs Financial Services Inc
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About this Advisor
Michael Laverda is a financial advisor operating out of Red Bank, New Jersey who has 21 years of relevant experience. Laverda currently works for Ubs Financial Services Inc. They have spent the entirety of their employment at Ubs Financial Services Inc. Laverda has a Series 63 license, designating them as a securities agent, and is able to advise clients in New Jersey. Ubs Financial Services Inc is an advisory company operating out of Weehawken, NJ. The company has offices in 369 locations and a total of 13,059 financial advisors. It manages $601 billion in total assets between its 1,077,471 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 8,062 charitable organizations. Of its 1,077,471 accounts, 65% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a number of services, such as 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. A financial advisor's fees depend on which services the firm provides the client. However, fee types billed by Ubs Financial Services Inc likely consist of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ubs Financial Services Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$600,808,847,012
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
13,059
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,077,471
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$557,610
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 Laverda Work History
Michael has been registered as a financial advisor for 21 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 Laverda 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
Miami, FL
Short Hills, NJ
Asheville, NC
Short Hills, NJ
Watertown, NY
Chesterfield, MO
Miami, FL
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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