Rachel
Seely

Ubs Financial Services Inc

CRD#6754413
Investment Advisor
in Seattle, WA

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About this Advisor

Rachel Seely is an advisor in Seattle, Washington. Currently a registered advisor with Ubs Financial Services Inc, they have gathered 10 years of work experience. Seely maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Seely is able to operate in Washington. Over the course of their career, they have held roles at Ubs Financial Services, Education - Uw and Education - Stadium High School. Ubs Financial Services Inc is headquartered in Seattle, Washington, and has 369 offices throughout the United States. Overall, Ubs Financial Services Inc manages $591 billion in assets dispersed across 975,301 accounts and retains more than 15,605 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 522,287 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 58% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. 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's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

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

925 4Th Ave 31St and 32Nd Floor
Seattle, WA 98104

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$591,360,861,325

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

15,605

WA Average: 92
Total Number of Accounts

975,301

WA Average: 6,978
Average Account Size

$606,337

WA 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

Rachel Seely Work History

Rachel has 10 years of experience.

2018 - Present (3 years)

Ubs Financial Services

2017 - 2018 (1 year)

Ubs Financial Services

2014 - 2018 (4 years)

Education - Uw

2010 - 2014 (4 years)

Education - Stadium High School

Disclosures

Rachel Seely has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Craig Mccarty
Cincinnati, OH
Priscilla Sabates
Boca Raton, FL
Kayla Gager
New York, NY
Joseph Murnane
Columbus, OH
Stephanie Gifford
Omaha, NE
Felicia Chang
Pasadena, CA
Quillian Grindstaff
Charlotte, NC
Kurt Hegerfeld
Charlotte, NC

This content was compiled from the SEC and FINRA.

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