Daniel
Primeau

Ubs Asset Management (Americas) Inc

CRD#5050232
Investment Advisor
in New York, NY
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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

Series 63, Chartered Financial Analyst

Years of Experience

30 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

1285 Avenue Of The Americas
New York, NY 10019

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Ubs Asset Management (Americas) Inc Brokerage Details

Total Assets Under Management

$179,440,294,155

NY Average: $7,464,549,021
Total Number of Employees

389

NY Average: 88
Total Number of Accounts

15,832

NY Average: 3,892
Average Account Size

$11,334,026

NY Average: $1,917,921

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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.

1988 - Present (31 years)

Ubs Gam Formerly Rt Capital

Disclosures

Daniel Primeau has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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