Ryan
Berube

Ubs Financial Services Inc

CRD#3146998
Investment Advisor
in Dallas, TX
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About this Advisor

Ryan Berube is a certified financial planner in Dallas, Texas. Currently a registered advisor with Ubs Financial Services Inc, they have accumulated 10 years of professional experience. Berube has Series 63 and Series 66 licenses, designating them as a securities representative. Berube is able to serve clients in Texas. Their career trajectory has included roles at Credit Suisse Lending LLC, Credit Suisse Securities (Usa) LLC and Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in Dallas, Texas, and operates out of 369 additional offices in the country. In aggregate, Ubs Financial Services Inc oversees $496 billion in assets throughout 922,927 accounts and employs more than 13,402 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. The firm manages 453,419 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 52% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Ubs Financial Services Inc offers 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

Series 63, 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

Disclosures

No

Office Location

100 Crescent Court Suite 400
Dallas, TX 75201

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,090,415,121

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

13,402

TX Average: 92
Total Number of Accounts

922,927

TX Average: 6,978
Average Account Size

$537,519

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

Ryan Berube Work History

Ryan has 10 years of experience.

2015 - Present (4 years)

Ubs Financial Services Inc

2014 - 2015 (1 years)

Credit Suisse Lending LLC

2008 - 2014 (6 years)

Credit Suisse Securities (Usa) LLC

Disclosures

Ryan Berube has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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