Chad
Torelli

Ubs Financial Services Inc

CRD#5547653
Investment Advisor
in New York, NY

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About this Advisor

Chad Torelli is a financial advisor based out of New York, New York, who has been in the advisory business for 10 years. Torelli works at Ubs Financial Services Inc. Torelli has gained experience at Credit Suisse Securities (Usa) LLC, Brickell Brokers, Investors Capital Partners, University Of Miami, Swiss Post Solutions, Credit Suisse Lending LLC and Ubs Financial Services Inc. Torelli maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Ubs Financial Services Inc is a business that has its headquarters in New York, New York. The investment advisory business has offices in 369 locations and a total of 15,605 people on staff. It manages $591 billion in assets across its 975,301 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 5,525 charitable organizations. Of its 975,301 accounts, 58% are held by high-net-worth clients who have at least $1 million in assets. Ubs Financial Services Inc 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 fees usually are based on the type of services provided. Fees charged by Ubs Financial Services Inc most likely consist of some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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 15 Thru 18Th Floors
New York, NY 10019

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$591,360,861,325

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

15,605

NY Average: 92
Total Number of Accounts

975,301

NY Average: 6,978
Average Account Size

$606,337

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

Chad Torelli Work History

Chad has 10 years of experience.

2015 - Present (5 years)

Ubs Financial Services Inc

2014 - 2015 (1 year)

Credit Suisse Lending LLC

2013 - 2014 (1 year)

Credit Suisse Securities (Usa) LLC

2013 - 2013 (< 1 year)

Swiss Post Solutions

2011 - 2013 (2 years)

Brickell Brokers

2010 - 2011 (1 year)

Investors Capital Partners

2010 - 2010 (< 1 year)

University Of Miami

Disclosures

Chad Torelli has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Edward Van Der Velden
San Mateo, CA
Guillermina Alonso
Miami, FL
Antwyne Delonde
Hunt Valley, MD
Adam Rivera
New York, NY
Dennis Steele
Nashville, TN
Jamie Cohen
Mount Laurel, NJ
Meredith Farber
Stamford, CT
Sandra Sanchez Heredia
San Diego, CA

This content was compiled from the SEC and FINRA.

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