Sarah
Fitch

Ubs Financial Services Inc

CRD#4269945
Investment Advisor
in Seattle, WA

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About this Advisor

Sarah Fitch is an investment advisor who is based out of Seattle, Washington. Currently a registered advisor at Ubs Financial Services Inc, they have accumulated an impressive 21 years of experience as a financial advisor. Fitch holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Fitch is able to serve customers in Texas and Washington. Fitch has spent their entire career at Ubs Financial Services Inc. Ubs Financial Services Inc is located in Seattle, Washington, and has 369 other locations in the country. In aggregate, Ubs Financial Services Inc oversees $591 billion in assets across 975,301 client accounts and employs more than 15,605 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. 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 advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Ubs Financial Services Inc can provide 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 66

Years of Experience

21 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 Avenue 20Th And 21St Floors
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

Sarah Fitch Work History

Sarah has 21 years of experience.

1999 - Present (22 years)

Ubs Financial Services Inc

Disclosures

Sarah Fitch has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Gregory Merrill
Stamford, CT
Andrew Knutson
Wayzata, MN
Michael Mattix
Atlanta, GA
Michelle Rodriguez
San Juan, PR
Andrew Stefany
Weehawken, NJ
Evan Taylor
Plano, TX
Brandon Stone
Saint Petersburg, FL
Joseph Fishel
Weehawken, NJ

This content was compiled from the SEC and FINRA.

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