Zachary
Deschaine

Ubs Financial Services Inc

CRD#5805507
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Zachary Deschaine is a chartered financial analyst who works in Pittsburgh, Pennsylvania, with a total of 11 years in the industry. Deschaine is an advisor for Ubs Financial Services Inc. Throughout their career, Deschaine has worked at Cushman & Wakefield Securities, Inc, Princeton University, Ubs Financial Services, Arizona Beverage Company, Cushman & Wakefield Inc, Credit Suisse Securities (Usa) LLC, Cushman & Wakefield, Inc and Ubs Financial Services Inc. Deschaine has a Series 63 license, which qualifies them as a securities broker, and is approved to serve investors in Pennsylvania and Texas. Ubs Financial Services Inc is a financial advisory firm that has its headquarters in Pittsburgh, Pennsylvania. It has offices in 369 locations and a total of 13,402 people on staff. It has $496 billion in total assets across its 922,927 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 4,543 charities and foundations. Of its 922,927 accounts, 52% are associated with high-net-worth individuals who have at least $1 million in investable assets. Ubs Financial Services Inc provides a number of services, including 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. Fees for financial advice typically are based on the financial services. However, fees charged by Ubs Financial Services Inc likely are comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

11 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

5600 Walnut St
Pittsburgh, PA 15232

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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

Zachary Deschaine Work History

Zachary has 11 years of experience.

2016 - Present (3 years)

Ubs Financial Services Inc

2015 - 2016 (1 year)

Cushman & Wakefield, Inc

2015 - 2016 (1 year)

Cushman & Wakefield Securities, Inc

2014 - 2015 (1 year)

Credit Suisse Securities (Usa) LLC

2011 - 2014 (3 years)

Cushman & Wakefield Securities, Inc

2011 - 2014 (3 years)

Cushman & Wakefield Inc

2010 - 2011 (1 year)

Ubs Financial Services

2009 - 2011 (2 years)

Arizona Beverage Company

2007 - 2011 (4 years)

Princeton University

Disclosures

Zachary Deschaine has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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