Perry
Ninness

Ubs Financial Services Inc

CRD#6458740
Investment Advisor
in Sewickley, PA

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About this Advisor

Perry Ninness is a financial advisor based in Sewickley, Pennsylvania, working with UBS Financial Services Inc. Perry has previously held positions at UBS Financial Services, Bank of New York Mellon, Keller Williams Realty, Reed Smith LLP, Point Park University, and the University of Pittsburgh. Perry has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Perry is part of UBS Financial Services Inc, which operates out of Sewickley, Pennsylvania. The firm has 369 offices and 12,701 employees. The firm manages assets totaling $702.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at UBS Financial Services Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66

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

Office Location

2200 Georgetowne Drive 6Th Floor, Suite 600
Sewickley, PA 15143

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$702,387,082,915

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

12,701

PA Average: 92
Total Number of Accounts

1,093,486

PA Average: 6,978
Average Account Size

$642,338

PA Average: $1,450,417

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

Perry Ninness Work History

2019 - Present (5 years)

Ubs Financial Services

2016 - Present (8 years)

University Of Pittsburgh

2017 - 2019 (2 years)

Bank Of New York Mellon

2015 - 2016 (1 year)

Ubs Financial Services

2015 - 2015 (< 1 year)

Reed Smith Llp

2014 - 2019 (5 years)

Keller Williams Realty

2013 - 2016 (3 years)

Point Park University

Disclosures

Please visit the SEC profile of Perry Ninness to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ubs Financial Services Inc

Hailey Van Avery
Everett, WA
Dominic Russo
Weehawken, NJ
Matthew Smith
Bethesda, MD
Vincent Andrighetto
Palo Alto, CA
Emily Puckett
Knoxville, TN
Lauren Srour
Short Hills, NJ
Jasmine Richardson
Mount Laurel, NJ
Samantha Wagner
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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