Ubs Financial Services Inc

Investment Advisor
in New York, NY
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About this Advisor

Bradley Ray is a certified financial planner operating in New York, New York, who has been in the advisory business for 18 years. Ray is on the advisory team at Ubs Financial Services Inc. The advisor has gained experience at Ubs Financial Services Inc and Merrill Lynch, Pierce, Fenner & Smith, Inc. Ray maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Ubs Financial Services Inc is a financial advisory business that has its headquarters in New York, New York. The investment advisory business has offices in 369 locations and a total of 13,402 people on staff. It administers $496 billion in total assets across its 922,927 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 4,543 charitable organizations. Of its 922,927 customer accounts, 52% are held by high-net-worth individuals who have at least $1 million in assets. Ubs Financial Services Inc offers a number 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. A financial advisor's fees vary depending on the type of financial services provided. However, fee types billed by Ubs Financial Services Inc most likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

18 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

1285 Avenue Of The Americas 15 Thru 18Th Floors
New York, NY 10019

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management


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


NY Average: 92
Total Number of Accounts


NY Average: 6,978
Average Account Size


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

Bradley Ray Work History

Bradley has 18 years of experience.

2009 - Present (10 years)

Ubs Financial Services Inc

2000 - 2009 (9 years)

Merrill Lynch, Pierce, Fenner & Smith, Inc


Bradley Ray has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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