Gregory
Miller

Ubs Financial Services Inc

CRD#5586920
Investment Advisor
in Newtown, PA

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About this Advisor

Gregory Miller is an investment advisor in Newtown, Pennsylvania. Currently an investment advisor with Ubs Financial Services Inc, they have gathered nine years of professional experience as a financial advisor. Miller maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities agent. Miller can operate based out of Pennsylvania and Texas. Throughout their career, Miller has worked at Lincoln Financial Distributors and Ubs Financial Services Inc. Ubs Financial Services Inc is based out of Newtown, Pennsylvania, and operates out of 369 additional offices throughout the nation. As a registered investment firm, Ubs Financial Services Inc manages $496 billion in assets throughout 957,738 accounts and retains more than 13,335 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. The firm manages 500,077 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 56% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Ubs Financial Services Inc can provide 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 66

Years of Experience

10 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

411 South State St.
Newtown, PA 18940

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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

Gregory Miller Work History

Gregory has 10 years of experience.

2015 - Present (5 years)

Ubs Financial Services Inc

2013 - 2015 (2 years)

Ubs Financial Services Inc

2010 - 2013 (3 years)

Lincoln Financial Distributors

Disclosures

Gregory Miller has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Danyi Gu
San Francisco, CA
John Dunahoo
Franklin, TN
John Lindgren
New York, NY
Amanda Evans
Houston, TX
Eric Ayarzagoitia Trevino
San Antonio, TX
Brian Proppe
Hartford, CT
Magda Malinowski
Chicago, IL

This content was compiled from the SEC and FINRA.

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