Lance
Cholet

Ubs Financial Services Inc

CRD#3239588
Investment Advisor
in New York, NY
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About this Advisor

Lance Cholet is a certified financial planner who works in New York, New York. Currently a registered advisor at Ubs Financial Services Inc, Cholet has 12 years of practice as a registered investment advisor. Cholet holds Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Cholet is able to act as an advisor based out of New Jersey and Texas. Cholet has spent their whole career at Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in New York, New York, and operates out of 369 other brick-and-mortar locations throughout the nation. As a registered investment advisory firm, Ubs Financial Services Inc oversees $496 billion in assets throughout 922,927 accounts and retains more than 13,402 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages 453,419 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 52% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Ubs Financial Services Inc can provide 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. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

12 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 15 Thru 18Th Floors
New York, NY 10019

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,090,415,121

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

13,402

NY Average: 92
Total Number of Accounts

922,927

NY Average: 6,978
Average Account Size

$537,519

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

Lance Cholet Work History

Lance has 12 years of experience.

2006 - Present (13 years)

Ubs Financial Services Inc

Disclosures

Lance Cholet has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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