Ubs Securities LLC
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Ubs Securities LLC is a broker-dealer with over 1,881 financial professionals The firm's primary clients are Other Investment Advisors.
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Advisors (1,881)
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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing.
Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not
updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please
contact the firm directly to determine the employment status of the advisors listed above.
Firm Assets Under Management
Not Available
Total Assets
Not Available
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
Ownership
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Ubs Americas Inc
(50% to 75%)
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UBS AG
(25% to 50%)
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Executives with less than 5% share each
*The pie chart is not drawn to scale and is simply included to make the data visually understandable.
The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
Executives and Control Persons
| Name |
Title |
Tenure Date |
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Per Erik Dyrvik
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Managing Director, Chief Financial Officer |
08/01/2007 |
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Scott Elliot Kloin
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Executive Director, Chief Compliance Officer(Investment Advisor) |
02/01/2010 |
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David Andrew Bleustein
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Managing Director, Us Equities Research |
03/01/2011 |
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Reinhardt Olsen
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President, CEO, Md of Ubs Securites LLC and Americas Head of Prime Services |
10/01/2011 |
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Thomas Giacalone
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Managing Director, Head of Americas / Global Head of Cash Equity Operations |
05/01/2011 |
| Name |
Title |
Tenure Date |
|
Per Erik Dyrvik
|
Managing Director, Chief Financial Officer |
08/01/2007 |
|
Scott E. Kloin
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Executive Director, Chief Compliance Officer(Investment Advisor) |
02/01/2010 |
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David Andrew Bleustein
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Managing Director, Us Equities Research |
03/01/2011 |
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Reinhardt Olsen
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President, CEO, Md of Ubs Securites LLC and Americas Head of Prime Services |
10/01/2011 |
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Thomas Giacalone
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Managing Director, Head of Americas / Global Head of Cash Equity Operations |
05/01/2011 |
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Thomas Byrne Jr Fox
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Managing Director, Head of Americas Global Capital Markets |
05/01/2011 |
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David H Kelly
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Managing Director-Managing Attorney |
12/01/2011 |
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Bryan Michael Murtagh
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Chief Compliance Officer |
01/01/2012 |
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Peter Charles Forlenza
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Managing Director-Americas Head of Equities |
03/01/2012 |
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Eric Steven Rosen
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Managing Director- Co-Head, Ficc - Americas |
03/01/2012 |
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Matthew John Zola
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Managing Director-Co-Head Ficc Americas |
03/01/2012 |
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Stephen E. Cummings
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Managing Director, Chairman, Investment Banking Department |
04/01/2012 |
Affiliated Investment Advisors and Broker Dealers
Principal Office & Place of Business
| Other Offices Address |
City |
State |
Zip |
| One North Wacker Drive |
Chicago |
IL |
60606 |
| 555 California Street |
San Francisco |
CA |
94104 |
| 1 International Place |
Boston |
MA |
02110 |
Firm Compensation Arrangements
Types of Compensation Arrangements
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Other: FEE FOR SECURITIES TRADING IDEAS AND RESEARCH