Ubs Financial Services Inc

Investment Advisor
in New York, NY
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About this Advisor

Evan Bloomberg is a financial advisor operating out of New York, New York, who has been in the industry for 13 years. Bloomberg works at Ubs Financial Services Inc. Over the course of their career, they have held roles at Sigma Capital, Surveyor Capital, Level Global and Ubs. Bloomberg holds Series 66 and Series 63 licenses, which qualify them as a securities agent, and is approved to advise clients in New Jersey and Texas. Ubs Financial Services Inc is a firm headquartered in New York, New York. The investment advisory business has offices in 369 locations and a total of 13,402 advisors. It handles $496 billion in assets under management among its 922,927 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 4,543 charities and foundations. Of its 922,927 client accounts, 52% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Ubs Financial Services Inc offers a number of services, including 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. A financial advisor's fees typically are based on which service is provided. However, fees billed by Ubs Financial Services Inc most likely include any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

13 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



Office Location

1285 Avenue Of The Americas 38Th Floor
New York, NY 10019

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management


NY Average: $10,121,009,343
Total Number of Employees


NY Average: 92
Total Number of Accounts


NY Average: 6,978
Average Account Size


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

Evan Bloomberg Work History

Evan has 13 years of experience.

2013 - Present (6 years)


2012 - 2013 (1 year)

Surveyor Capital

2010 - 2012 (2 years)

Sigma Capital

2005 - 2009 (4 years)

Level Global


Evan Bloomberg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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