Ubs Financial Services Inc
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About this Advisor
Michael Neff is a certified financial planner located in Austin, Texas. Currently a registered investment advisor with Ubs Financial Services Inc, Neff has 10 years of professional experience as a financial advisor. Neff maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Neff is able to serve investors in Texas. Neff has worked their complete career at Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in Austin, Texas, and has 369 locations in the nation. As an advisor firm, Ubs Financial Services Inc manages $496 billion in assets across 922,927 client accounts and retains more than 13,402 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. The firm manages 453,419 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 52% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Ubs Financial Services Inc provides 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
Michael Neff Work History
Michael has 10 years of experience.
Ubs Financial Services Inc
Michael Neff has no disclosures.
Please visit their SEC profile for more details.