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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Qualifications

Experience

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Employer Years Dates
UBS Financial Services Inc. 4 years Jul 2015 - Present
LPL Financial LLC 5 years Jun 2010 - Jun 2015
Uvest Financial Services, 1 year, 10 months Jun 2010 - Apr 2012
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 17 years Jun 1993 - Jun 2010
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Sharyn J Handelsman?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 29, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

UBS Financial Services Inc.

Last updated on March 29, 2019
    • $496.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 958K
      Accounts
    • $517.9K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
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