Daniel
Collins

Ubs Financial Services Inc

CRD#2741658
Investment Advisor
in New York, NY
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About this Advisor

Daniel Collins is a certified financial planner whose office is in New York, New York. Currently a registered advisor at Ubs Financial Services Inc, Collins has 11 years of work experience as a financial advisor. Collins holds Series 63 and Series 66 licenses, certifying them as a securities agent. Collins is registered to operate in Texas. Collins has gained experience at Lenox Advisors Inc, Mml Investors Services Inc, Wealth Edge and Ubs Financial Services Inc. Ubs Financial Services Inc is located in New York, New York, and operates out of 369 brick-and-mortar locations in the country. As a company, Ubs Financial Services Inc manages $496 billion in assets across 922,927 accounts and employs more than 13,402 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 52% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. 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 may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

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 15 Thru 18Th Floors
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

Daniel Collins Work History

Daniel has 11 years of experience.

2016 - Present (3 years)

Ubs Financial Services Inc

2012 - 2016 (4 years)

Wealth Edge

2007 - 2012 (5 years)

Lenox Advisors Inc

2007 - 2016 (9 years)

Mml Investors Services Inc

Disclosures

Daniel Collins has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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