Michael
Eustace

Ubs Financial Services Inc

CRD#2814830
Investment Advisor
in New York, NY
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About this Advisor

Michael Eustace is an investment advisor whose office is in New York, New York. Currently an investment advisor at Ubs Financial Services Inc, they have gathered 14 years of work experience as a financial advisor. Eustace has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Eustace is able to advise investors in Florida, New Jersey and Texas. The advisor has gained experience at Credit Suisse Securities (Usa) LLC, Ubs Financial Services Inc and Credit Suisse Lnding LLC. Ubs Financial Services Inc is headquartered in New York, New York, and operates out of 369 other brick-and-mortar locations throughout the nation. In aggregate, Ubs Financial Services Inc oversees $496 billion in assets dispersed across 922,927 accounts and employs more than 13,402 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. The firm manages 453,419 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 52% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Ubs Financial Services Inc provides 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 65

Years of Experience

14 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

Yes

Office Location

1285 Avenue Of The Americas 19Th Floor
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

Michael Eustace Work History

Michael has 14 years of experience.

2015 - Present (4 years)

Ubs Financial Services Inc

2014 - 2015 (1 years)

Credit Suisse Lnding LLC

2009 - 2014 (5 years)

Credit Suisse Securities (Usa) LLC

2004 - 2009 (5 years)

Ubs Financial Services Inc

Disclosures

Michael Eustace has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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