Adam
Scheiner

Ubs Asset Management (Americas) Inc

CRD#1869228
Investment Advisor
in New York, NY

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About this Advisor

Adam Scheiner is a chartered financial analyst operating out of New York, New York who has 1 year of relevant experience. Scheiner is on the advisory team at Ubs Asset Management (Americas) Inc. Their career trajectory has included roles at Royal Bank Of Canada, Ubs Financial Services Inc and Ubs Asset Management (Americas), Inc. Scheiner holds a Series 63 license, qualifying them as a securities agent, and is registered to serve investors in New Jersey. Ubs Asset Management (Americas) Inc is an advisory firm that has its headquarters in New York, NY. The investment advisory business has offices in two locations and a total of 380 people on staff. It administers $301 billion in assets between its 301,908 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 13 charities and foundations. Of its 301,908 accounts, 18% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm provides a number of services, including 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. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees charged by Ubs Asset Management (Americas) Inc likely include some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

1 year

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 Seventh Avenue 787 Tower
New York, NY 10019

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Ubs Asset Management (Americas) Inc Brokerage Details

Total Assets Under Management

$300,881,452,905

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

380

NY Average: 88
Total Number of Accounts

301,908

NY Average: 3,892
Average Account Size

$996,600

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

Adam Scheiner Work History

Adam has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Ubs Asset Management (Americas), Inc

2017 - 2022 (5 years)

Ubs Financial Services Inc

2007 - 2017 (10 years)

Royal Bank Of Canada

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Scheiner 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) Inc

Jeffrey Hans
New York, NY
Dylan Walsh
New York, NY
Devon Shippee
New York, NY
Enrique Davila
New York, NY
Edmund Tran
New York, NY
Stephen Canter
Fairfield, CT
Adam Scheiner
New York, NY
Keith Ratcliffe
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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