Ubs Financial Services Inc

Investment Advisor
in Austin, TX
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About this Advisor

David Schoen is a certified financial planner who works out of Austin, Texas, who has 10 years of work experience. Schoen works at Ubs Financial Services Inc. During their career, the advisor has held roles at Charles Schwab, Corporate Executive Board, Top Shelf Design, Hanover Research, La Corsha Hospitality, Ubs Financial Services and Ubs Financial Services Inc. Schoen has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Ubs Financial Services Inc is a financial advisory firm operating out of Austin, Texas. The firm has offices in 369 locations and a total of 13,402 advisors. It controls $496 billion in assets between its 922,927 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 4,543 charitable organizations. Of its 922,927 accounts, 52% are held by high-net-worth clients who have more than $1 million in investable assets. Ubs Financial Services Inc performs a number 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. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees billed by Ubs Financial Services Inc most likely are comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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



Office Location

98 San Jacinto Blvd Suite 600
Austin, TX 78701

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management


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


TX Average: 92
Total Number of Accounts


TX Average: 6,978
Average Account Size


TX 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

David Schoen Work History

David has 10 years of experience.

2017 - Present (2 years)

Ubs Financial Services

2015 - 2015 (< 1 year)

Charles Schwab

2015 - 2017 (2 years)

Ubs Financial Services Inc

2013 - 2014 (1 year)

La Corsha Hospitality

2012 - 2013 (1 year)

Hanover Research

2009 - 2012 (3 years)

Top Shelf Design

2008 - 2009 (1 year)

Corporate Executive Board


David Schoen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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