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Overview

Services

Advisor Services

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Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Unionbanc Investment Services 5 years, 7 months Aug 2013 - Present
Morgan Stanley Smith Barney 1 year, 2 months Jun 2012 - Aug 2013
Giovanni's Pizza of Boulder, Inc 1 year, 3 months Dec 2010 - Mar 2012
Just Like Poppa's Pizzerias, Inc. 1 year, 9 months Mar 2009 - Dec 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Daniel Babai

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 2, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 2, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Unionbanc Investment Services, LLC

Last updated on Sept. 18, 2017
    • $867.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $289.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets