Ubs Asset Management (Americas) Inc
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About this Advisor
Daniel Primeau is a chartered financial analyst based in New York, New York, who has been in the financial industry for 30 years. Primeau is on the advisory team at Ubs Asset Management (Americas) Inc. They have been employed by Ubs Asset Management (Americas) Inc for their entire career. Primeau holds a Series 63 license, qualifying them as a securities agent, and is able to operate in Illinois. Ubs Asset Management (Americas) Inc is an advisory firm that has its headquarters in New York, New York. The investment advisory business has offices in four locations and a total of 374 financial advisors. It has $171 billion in total assets between its 11,708 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 69 charitable organizations. Of its 11,708 customer accounts, 39% belong to high-net-worth investors who have more than $1 million in assets. The advisory firm has a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services largely vary depending on which service is offered. Fee types billed by Ubs Asset Management (Americas) Inc can be comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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Ubs Asset Management (Americas) Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Daniel Primeau Work History
Daniel has 30 years of experience.
Ubs Gam Formerly Rt Capital
Daniel Primeau has no disclosures.
Please visit their SEC profile for more details.