Ubs Financial Services Inc

Investment Advisor
in New York, NY

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About this Advisor

Shana Metcalf is a financial advisor operating in New York, New York, who has been in the industry for 10 years. Metcalf is on the advisory team at Ubs Financial Services Inc. Over the course of their career, they have held roles at Ubs Financial Services, Education, Oberlin College and Education, High School. Metcalf has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey. Ubs Financial Services Inc is a firm that has its headquarters in New York, New York. It has offices in 369 locations and a total of 15,605 people on staff. It handles $591 billion in assets among its 975,301 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 5,525 charitable organizations. Of its 975,301 accounts, 58% belong to high-net-worth clients who have greater than $1 million in assets. Ubs Financial Services Inc has a number 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. Fees for financial management vary depending on which services the firm provides the client. Fee types charged by Ubs Financial Services Inc can consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

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



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


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


NY Average: 92
Total Number of Accounts


NY Average: 6,978
Average Account Size


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

Shana Metcalf Work History

Shana has 10 years of experience.

2018 - Present (2 years)

Ubs Financial Services

2014 - 2018 (4 years)

Education, Oberlin College

2010 - 2014 (4 years)

Education, High School


Shana Metcalf has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Julian Sanchez
Los Angeles, CA
Christopher Lala
West Harrison, NY
Gabrielle Foti
Weehawken, NJ
Scott Atkins
Philadelphia, PA
Alberto Salazar
Weehawken, NJ
Jake Sodeman
Washington, DC
Christopher Parker Jr.
Greenwich, CT
Christopher Albanese
Chicago, IL

This content was compiled from the SEC and FINRA.

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