Ubs Financial Services Inc
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About this Advisor
Richard Costa is a certified financial planner in Pittsburgh, Pennsylvania. Currently a registered investment advisor with Ubs Financial Services Inc, they have gathered 12 years of experience as a registered advisor. Costa maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Costa is able to work with customers based out of Pennsylvania and Texas. Over the course of their career, they have held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in Pittsburgh, Pennsylvania, and has 369 offices across the United States. In total, Ubs Financial Services Inc oversees $496 billion in assets across 922,927 client accounts and employs more than 13,402 people. The firm's total assets under management places it among the largest financial advisory firms in the country. The firm manages 453,419 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 52% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable 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
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
Richard Costa Work History
Richard has 12 years of experience.
Ubs Financial Services Inc
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Richard Costa has no disclosures.
Please visit their SEC profile for more details.