Ubs Financial Services Inc

Investment Advisor
in Milwaukee, WI

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About this Advisor

Marcela Brown is a financial advisor located in Milwaukee, Wisconsin. Currently a registered advisor with Ubs Financial Services Inc, Brown has 10 years of practice in the financial advisory industry. Brown has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Brown is registered to work with customers in Wisconsin. Their career trajectory has included roles at Ubs, Bartech Group and Us Bank Na. Ubs Financial Services Inc is based out of Milwaukee, Wisconsin, and operates out of 369 additional locations throughout the country. In aggregate, Ubs Financial Services Inc oversees $591 billion in assets throughout 975,301 client accounts and retains more than 15,605 people. The firm's total assets under management places it among the largest investment advisory 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 firm's investors are high-net-worth individuals, meaning they have more than $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'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



Office Location

411 E Wisconsin Ave
Milwaukee, WI 53202-4409

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management


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


WI Average: 92
Total Number of Accounts


WI Average: 6,978
Average Account Size


WI 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

Marcela Brown Work History

Marcela has 10 years of experience.

2016 - Present (4 years)


2016 - 2016 (< 1 year)

Bartech Group

2010 - 2014 (4 years)

Us Bank Na


Marcela Brown has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Shelsey Robertson
San Diego, CA
Patricia Kates
Miami, FL
Gabrielle Foti
Weehawken, NJ
Moira Trott
Raleigh, NC
Marc Cimmino
Norfolk, VA
William O'Brien
Charlotte, NC
Melissa Kessler
Dallas, TX
Thomas Carney
New York, NY

This content was compiled from the SEC and FINRA.

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