Robert
Gordon-Brown

Ubs Financial Services Inc

CRD#4628232
Investment Advisor
in New York, NY
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About this Advisor

Robert Gordon-Brown is a chartered financial analyst based out of New York, New York, with 11 years of financial industry experience. Gordon-Brown currently works for Ubs Financial Services Inc. The advisor has gained experience at Safdie Investment Services Corp, Ubs Ag and Ubs Financial Services Inc. Gordon-Brown has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey. Ubs Financial Services Inc is a registered investment company headquartered in New York, New York. It has offices in 369 locations and a total of 13,402 financial advisors. It manages $496 billion in assets under management across its 922,927 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 4,543 charitable organizations. Of its 922,927 customer accounts, 52% are held by high-net-worth clients who have at least $1 million in assets. Ubs Financial Services Inc provides a wide set of services, such as 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 vary depending on which services are provided. However, fee types charged by Ubs Financial Services Inc can consist of any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, 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

787 7Th Avenue 14Th And 15Th 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

Robert Gordon-Brown Work History

Robert has 11 years of experience.

2010 - Present (9 years)

Ubs Ag

2010 - Present (9 years)

Ubs Financial Services Inc

2007 - 2010 (3 years)

Safdie Investment Services Corp

Disclosures

Robert Gordon-Brown has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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