Alex
Gilman
Ubs Financial Services Inc
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
About this Advisor
Alex Gilman is a financial advisor who works in New York, New York, with 10 years of experience as a financial advisor. Gilman currently works for Ubs Financial Services Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Eat Club, Yelp Inc, University Of Colorado, Bank Of America, N.A, Spyglass Capital Partners and Ubs Financial Services Inc. Gilman maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey, New York and Texas. Ubs Financial Services Inc is a firm that has its headquarters in New York, New York. It has offices in 369 locations and a total of 12,710 advisors. It oversees $692 billion in total assets between its 1,073,865 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 5,584 charitable organizations. Of its 1,073,865 customer accounts, 66% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm provides 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. Financial management fee schedules depend on which services are provided. Fees billed by Ubs Financial Services Inc can be comprised of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ubs Financial Services Inc Brokerage Details

$692,292,245,524

12,710

1,073,865

$644,673

Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Alex Gilman Work History
Alex has 10 years of experience.
Ubs Financial Services Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Eat Club
Yelp Inc
Spyglass Capital Partners
Merrill Lynch, Pierce, Fenner & Smith Inc
University Of Colorado
Disclosures
Alex Gilman has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
Los Angeles, CA
Nashville, TN
San Diego, CA
Nashville, TN
Nashville, TN
New York, NY
Nashville, TN
Wellesley Hills, MA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
