Aaron
Kingston

Ubs Financial Services Inc

CRD#4408148
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Aaron Kingston is a certified financial planner whose office is in Pittsburgh, Pennsylvania. Currently a registered investment advisor at Ubs Financial Services Inc, Kingston has 12 years of experience in the financial advisory industry. Kingston has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Kingston is registered to work with investors in Pennsylvania and Texas. The advisor has gained experience at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Ubs Financial Services Inc. Ubs Financial Services Inc is located in Pittsburgh, Pennsylvania, and has 369 brick-and-mortar locations throughout the country. In aggregate, Ubs Financial Services Inc oversees $496 billion in assets dispersed across 922,927 accounts and retains more than 13,402 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. 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 more than $1 million in investable assets. Ubs Financial Services Inc provides 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

12 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

Bny Mellon Center 500 Grant Street, 46Th Floor
Pittsburgh, PA 15219

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

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

13,335

PA Average: 92
Total Number of Accounts

957,738

PA Average: 6,978
Average Account Size

$517,923

PA 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

Aaron Kingston Work History

Aaron has 12 years of experience.

2009 - Present (10 years)

Ubs Financial Services Inc

2009 - 2009 (< 1 year)

Morgan Stanley Smith Barney

2006 - 2009 (3 years)

Citigroup Global Markets Inc

Disclosures

Aaron Kingston has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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