BZ
BZ

Bradley Zilbersher

42 Years of Experience
New York, NY
4 DisclosuresBroker

Bradley Zilbersher is a registered investment advisor at UBS Financial Services INC., based in New York, NY, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

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.

One-Time Plan:$500 - $50,000
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Location

1285 Avenue of the Americas, 15 Thru 18th Floors, New York, NY, 10019

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2006
Settled
Customer Dispute
August 2001
Award / Judgment
Customer Dispute
May 1992
Settled
Criminal
July 1983
Final Disposition
Employment History
Current Registrations
UBS Financial Services INC.
October 2021 - Present · 4 yrs 7 mos
UBS Financial Services INC.
December 2011 - Present · 14 yrs 5 mos
UBS Financial Services INC.Broker
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - December 2011 · 2 yrs 6 mos
Morgan Stanley Smith Barney LLC
June 2009 - December 2011 · 2 yrs 6 mos
Citigroup Global Markets INC.
September 2000 - June 2009 · 8 yrs 9 mos
Citigroup Global Markets INC.Broker
July 1989 - June 2009 · 19 yrs 11 mos
Painewebber IncorporatedBroker
February 1987 - July 1989 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1984 - January 1987 · 2 yrs 11 mos
State Registrations21 states
CACOCTDCFLIAILINKSMAMDMIMNNCNJNYOHOKPASCWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Bradley Zilbersher - Financial Advisor | TrueAdvisor