Christopher
Soviero
Ubs Financial Services Inc
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About this Advisor
Christopher Soviero is a financial advisor who works out of Plano, Texas with 1 year of relevant experience. Soviero is an employee of Ubs Financial Services Inc. Soviero has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America Merchant Services, Bank Of America, Bank Of America, N.A, Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Wells Fargo Clearing Services, LLC, Svn Med, LLC, Valic Financial Advisors, Inc and Ubs. Soviero maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Ubs Financial Services Inc is a financial advisory company headquartered in Weehawken, NJ. The firm has offices in 369 locations and a total of 13,059 advisors. It oversees $601 billion in total assets among its 1,077,471 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 8,062 charitable organizations. Of its 1,077,471 accounts, 65% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm performs a wide set 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 management depend on which service is offered. Fees charged by Ubs Financial Services Inc can consist of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ubs Financial Services Inc Brokerage Details
$600,808,847,012
13,059
1,077,471
$557,610
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
Christopher Soviero Work History
Christopher has been registered as a financial advisor for 1 years.*
Ubs
Svn Med, LLC
Valic Financial Advisors, Inc
Wells Fargo Bank Na
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank Na
Wells Fargo Clearing Services, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America Merchant Services
Bank Of America
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Soviero 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
Miami, FL
Short Hills, NJ
Asheville, NC
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Watertown, NY
Chesterfield, MO
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Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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