Laurens
Cook

Ubs Financial Services Inc

CRD#2557232
Investment Advisor
in New York, NY

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About this Advisor

Laurens Cook is a financial advisor based in New York, New York, with a total of 10 years of professional experience. Cook currently works for Ubs Financial Services Inc. During their career, Cook has held roles at J.P. Morgan Securities LLC, Buena Vista Fund Management, Cf Global Trading, LLC, Private Investor and Ubs Financial Services Inc. Cook maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey and Texas. Ubs Financial Services Inc is an advisory company based out of New York, New York. The company has offices in 369 locations and a total of 15,605 people on staff. It controls $591 billion in total assets across its 975,301 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 5,525 charities and foundations. Of its 975,301 accounts, 58% belong to high-net-worth individuals who have greater than $1 million in assets. Ubs Financial Services Inc offers a broad range 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 advisory fee schedules typically depend on which services are offered. However, fees charged by Ubs Financial Services Inc may include any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

299 Park Ave 26Th Floor
New York, NY 10171

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$591,360,861,325

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

15,605

NY Average: 92
Total Number of Accounts

975,301

NY Average: 6,978
Average Account Size

$606,337

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

Laurens Cook Work History

Laurens has 10 years of experience.

2019 - Present (1 year)

Ubs Financial Services Inc

2018 - 2019 (1 year)

Cf Global Trading, LLC

2016 - 2018 (2 years)

Private Investor

2013 - 2016 (3 years)

J.P. Morgan Securities LLC

2010 - 2013 (3 years)

Buena Vista Fund Management

Disclosures

Laurens Cook has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Edward Van Der Velden
San Mateo, CA
Guillermina Alonso
Miami, FL
Antwyne Delonde
Hunt Valley, MD
Adam Rivera
New York, NY
Dennis Steele
Nashville, TN
Jamie Cohen
Mount Laurel, NJ
Meredith Farber
Stamford, CT
Sandra Sanchez Heredia
San Diego, CA

This content was compiled from the SEC and FINRA.

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