Kevin
Dennean

Ubs Financial Services Inc

CRD#2309783
Investment Advisor
in New York, NY
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About this Advisor

Kevin Dennean is a chartered financial analyst who works in New York, New York, who has been in the financial industry for 11 years. Dennean is an employee of Ubs Financial Services Inc. The advisor has gained experience at Citigroup Global Markets Inc, Jefferies LLC and Ubs Financial Services Inc. Dennean maintains a Series 63 license, qualifying them as a securities broker, and is approved to work in New Jersey. Ubs Financial Services Inc is a financial advisory firm that has its headquarters in New York, New York. The company has offices in 369 locations and a total of 13,402 people on staff. It controls $496 billion in total assets among its 922,927 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 4,543 charitable organizations. Of its 922,927 accounts, 52% are associated with high-net-worth individuals who have greater than $1 million in assets. The business performs a broad set 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. Financial management fees typically depend on the financial services. However, fees charged by Ubs Financial Services Inc may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

11 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

Disclosures

No

Office Location

1285 Avenue Of The Americas
New York, NY 10019

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

NY Average: 92
Total Number of Accounts

957,738

NY Average: 6,978
Average Account Size

$517,923

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

Kevin Dennean Work History

Kevin has 11 years of experience.

2015 - Present (4 years)

Ubs Financial Services Inc

2014 - 2015 (1 year)

Jefferies LLC

2007 - 2013 (6 years)

Citigroup Global Markets Inc

Disclosures

Kevin Dennean has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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