Grace
Seymour
Ubs Financial Services Inc
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About this Advisor
Grace Seymour is a financial advisor based out of Nashville, Tennessee, who has been in the advisory business for 10 years. Seymour is an employee of Ubs Financial Services Inc. The advisor has gained experience at Synergis and Ubs Financial Services Inc. Seymour maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Tennessee. Ubs Financial Services Inc is a registered investment company headquartered in Nashville, Tennessee. The company has offices in 369 locations and a total of 12,710 employees. It administers $692 billion in assets across its 1,073,865 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 5,584 charities and foundations. Of its 1,073,865 customer accounts, 66% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Ubs Financial Services Inc performs a wide range of services, such as 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. A financial advisor's fee schedules largely are based on the type of services. Fee types charged by Ubs Financial Services Inc likely are comprised of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Ubs Financial Services Inc Brokerage Details
$692,292,245,524
12,710
1,073,865
$644,673
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Answer a few questions to get a personalized match.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
Grace Seymour Work History
Grace has 10 years of experience.
Ubs Financial Services Inc
Ubs Financial Services Inc
Synergis
Disclosures
Grace Seymour has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
Los Angeles, CA
Nashville, TN
San Diego, CA
Nashville, TN
Nashville, TN
New York, NY
Nashville, TN
Wellesley Hills, MA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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