Ubs Financial Services Inc
About this Advisor
Matthew Steele is a financial advisor operating in Bellevue, Washington, who has been in the advisory business for 10 years. Steele currently works for Ubs Financial Services Inc. Steele has gained experience at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Ubs Financial Services Inc. Steele has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Texas and Washington. Ubs Financial Services Inc is a financial advisory company headquartered in Bellevue, Washington. The company has offices in 369 locations and a total of 12,710 advisors. It handles $692 billion in assets under management among its 1,073,865 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 5,584 charitable organizations. Of its 1,073,865 customer accounts, 66% are associated with high-net-worth individuals who have at least $1 million in assets. Ubs Financial Services Inc offers a number of services, such as 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. Fees for financial advice largely are based on the financial services provided. However, fees billed by Ubs Financial Services Inc can include some blend of 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
Matthew Steele Work History
Matthew has 10 years of experience.
Ubs Financial Services Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Matthew Steele has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ubs Financial Services Inc
Wellesley Hills, MA
Trail Parker, CO
New York, NY
Saint Petersburg, FL
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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