Scot
Berryman

Ubs Financial Services Inc

CRD#2442747
Investment Advisor
in Portland, OR
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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

Series 63, Series 65, Certified Financial Planner

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

805 Southwest Broadway
Portland, OR 97205

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

OR Average: 92
Total Number of Accounts

957,738

OR Average: 6,978
Average Account Size

$517,923

OR 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

Scot Berryman Work History

Scot has 11 years of experience.

2015 - Present (4 years)

Ubs Financial Services Inc

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2009 - 2015 (6 years)

Morgan Stanley Smith Barney

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

Scot Berryman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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