Back to top

Overview

Services

Advisor Services

There is no Services data available to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Unionbanc Investment Services 5 years, 9 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

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

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 May 13, 2019
    • $1.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $276.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets