Adam
Scheiner

Ubs Financial Services Inc

CRD#1869228
Investment Advisor
in New York, NY
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About this Advisor

Adam Scheiner is an investment advisor in New York, New York. Currently a registered advisor at Ubs Financial Services Inc, they have accrued 11 years of experience in the financial advisory industry. Scheiner has a Series 63 license, which certifies the advisor as a securities broker. Scheiner can work with customers based out of New Jersey. Scheiner has worked their entire career at Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in New York, New York, and has 369 offices in the United States. Overall, Ubs Financial Services Inc manages $496 billion in assets dispersed across 922,927 accounts and employs more than 13,402 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 52% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Ubs Financial Services Inc provides 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. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

11 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

Disclosures

No

Office Location

1285 Avenue Of The Americas
New York, NY 10019

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

NY Average: 92
Total Number of Accounts

957,738

NY Average: 6,978
Average Account Size

$517,923

NY 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

Adam Scheiner Work History

Adam has 11 years of experience.

2007 - 2017 (10 years)

Royal Bank Of Canada

Disclosures

Adam Scheiner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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