Ubs Financial Services Inc

Investment Advisor
in Albuquerque, NM

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About this Advisor

Carl Eckelman is a financial advisor working in Albuquerque, New Mexico, with 22 years of professional experience. Eckelman currently works for Ubs Financial Services Inc. They have worked at Ubs Financial Services Inc for all of their career. Eckelman holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Mexico, Oklahoma and Texas. Ubs Financial Services Inc is a firm based out of Albuquerque, New Mexico. It has offices in 369 locations and a total of 15,605 advisors. It oversees $591 billion in assets between its 975,301 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 5,525 charitable organizations. Of its 975,301 client accounts, 58% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm has 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. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types billed by Ubs Financial Services Inc likely are comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

22 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

2155 Louisiana Blvd Northeast Suite10000
Albuquerque, NM 87110

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management


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


NM Average: 92
Total Number of Accounts


NM Average: 6,978
Average Account Size


NM 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

Carl Eckelman Work History

Carl has 22 years of experience.

1998 - Present (23 years)

Ubs Financial Services Inc


Carl Eckelman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

David Fohr
Charlotte, NC
Thomas Atkinson
Miami, FL
Gerald Pascal
West Palm Beach, FL
Asad Bahbah
Phoenix, AZ
Michael Demarchena
Boca Raton, FL
Kreg Pearless
Beverly Hills, CA
Donald Nickerson
Cincinnati, OH
Vivian Mui
San Francisco, CA

This content was compiled from the SEC and FINRA.

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