Ubs Financial Services Inc
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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
Years of Experience
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Ubs Financial Services Inc Brokerage Details
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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.
Ubs Financial Services Inc
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Aaron Kingston has no disclosures.
Please visit their SEC profile for more details.