Ubs Financial Services Inc
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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
Years of Experience
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Ubs Financial Services Inc Brokerage Details
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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.
Ubs Financial Services Inc
Credit Suisse Lending LLC
Credit Suisse Securities (Usa) LLC
Swiss Post Solutions
Investors Capital Partners
University Of Miami
Chad Torelli has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
San Mateo, CA
Hunt Valley, MD
New York, NY
Mount Laurel, NJ
San Diego, CA