Robert Leib
Robert Leib is a registered investment advisor at UBS Financial Services INC., based in Conshohocken, PA, with 41 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
101 West Elm Street, Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2005Customer Dispute
July 2001Customer Dispute
June 2000Other Business Activities
Robert is a board member and treasurer for the Greater Conshohocken Business Development Corporation, promoting the local economy. He is also a board member for RSVP of Montgomery County, dedicating minimal time to fundraising.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Capital Analysts, IncorporatedBroker
UBS Financial Services INC.Broker
First Union Capital Markets CORP.Broker
Prudential Securities IncorporatedBroker
Shearson Lehman Hutton INC.Broker
State Registrations32 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.