Michael
Belasco

Ubs Asset Management (Americas) LLC

CRD#4649742
Investment Advisor
in New York, NY

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About this Advisor

Michael Belasco is a financial advisor based in New York, New York, working with Ubs Asset Management (Americas) LLC. Michael has previously held positions at Ubs Financial Services Inc and Ubs Asset Management. Michael has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Michael 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

787 7Th Avenue
New York, NY 10019

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Ubs Asset Management (Americas) LLC Brokerage Details

Total Assets Under Management

$477,863,691,247

NY Average: $7,464,549,021
Total Number of Employees

823

NY Average: 88
Total Number of Accounts

353,642

NY Average: 3,892
Average Account Size

$1,351,264

NY Average: $1,917,921

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

Michael Belasco Work History

2015 - Present (9 years)

Ubs Asset Management

2005 - 2015 (10 years)

Ubs Financial Services Inc

Disclosures

Please visit the SEC profile of Michael Belasco 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

Edmund Tran
New York, NY
Igor Gitstein
New York, NY
Kevin Spano
New York, NY
Sarah Lang
New York, NY
Stephen Canter
Fairfield, CT
Devon Shippee
New York, NY
John Matteson
New York, NY
Jeffrey Hans
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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