Ubs Financial Services Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Scot Berryman is a certified financial planner who lives in Portland, Oregon. Currently a registered investment advisor with Ubs Financial Services Inc, they have gathered 11 years of work experience as a financial advisor. Berryman holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Berryman can work with investors based out of Texas. Throughout their career, Berryman has worked at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Ubs Financial Services Inc and Morgan Stanley Private Bank, National Association. Ubs Financial Services Inc is located in Portland, Oregon, and has 369 other locations throughout the United States. In aggregate, Ubs Financial Services Inc oversees $496 billion in assets throughout 922,927 accounts and employs more than 13,402 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 52% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Ubs Financial Services Inc offers 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 may charge clients asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ubs Financial Services Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Scot Berryman Work History
Scot has 11 years of experience.
Ubs Financial Services Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Scot Berryman has no disclosures.
Please visit their SEC profile for more details.