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 operating in New York, New York with a total of 13 years of industry experience. Primeau is an employee of Ubs Asset Management (Americas) Inc. They have spent their whole time as a financial advisor at Ubs Asset Management (Americas) Inc. Primeau holds a Series 63 license, designating them as a securities broker, and is registered to work in Illinois. Ubs Asset Management (Americas) Inc is a financial advisory business that has its headquarters in New York, NY. The investment advisory business has offices in two locations and a total of 380 financial advisors. It controls $301 billion in assets under management between its 301,908 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 13 charitable organizations. Of its 301,908 customer accounts, 18% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm offers a broad range of services, including 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. Financial management fee schedules largely vary depending on the type of financial services. Fees charged by Ubs Asset Management (Americas) Inc likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

13 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

Office Location

787 7Th Avenue
New York, NY 10019

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Ubs Asset Management (Americas) Inc Brokerage Details

Total Assets Under Management

$300,881,452,905

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

380

NY Average: 88
Total Number of Accounts

301,908

NY Average: 3,892
Average Account Size

$996,600

NY Average: $1,917,921

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 been registered as a financial advisor for 13 years.*

1988 - Present (36 years)

Ubs Gam Formerly Rt Capital

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Primeau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ubs Asset Management (Americas) Inc

Jeffrey Hans
New York, NY
Dylan Walsh
New York, NY
Devon Shippee
New York, NY
Enrique Davila
New York, NY
Edmund Tran
New York, NY
Stephen Canter
Fairfield, CT
Anthony Liotti
New York, NY
Keith Ratcliffe
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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