Devon
Shippee
Ubs Asset Management (Americas) LLC
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About this Advisor
Devon Shippee is a financial advisor based in New York, New York, working with Ubs Asset Management (Americas) LLC. Devon has previously held positions at Ubs Financial Services and State Street. Devon has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Devon is part of Ubs Asset Management (Americas) LLC, which operates out of New York, New York. The firm has 15 offices and 823 employees. The firm manages assets totaling $477.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Ubs Asset Management (Americas) LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ubs Asset Management (Americas) LLC Brokerage Details
$477,863,691,247
823
353,642
$1,351,264
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
Devon Shippee Work History
Ubs Financial Services
Ubs Financial Services
State Street
Disclosures
Please visit the SEC profile of Devon Shippee 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) LLC
New York, NY
New York, NY
New York, NY
New York, NY
Fairfield, CT
New York, NY
New York, NY
New York, NY
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