George Schrenk
George Schrenk is a registered investment advisor at UBS Financial Services INC., based in Winter Park, FL, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
201 N. New York Avenue 3rd floor, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2019Customer Dispute
August 2017Other Business Activities
George serves on the Board of Directors for Shepherd's Hill Academy, an educational institution. He attends two board meetings per year, providing feedback on operations and programs.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Lehman Brothers INC.Broker
Drexel Burnham Lambert IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.