Gilbert Blitz
Gilbert Blitz is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Warren, NJ, with 39 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
184 Liberty Corner Road, Suite 101, Warren, NJ, 07059
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2008Customer Dispute
March 2008Customer Dispute
November 2000Other Business Activities
Gilbert is a trustee for Young Audiences New Jersey, attends meetings for the Stahl Memorial Lecture in Bioethics Advisory Committee, and is a board member for both the New Brunswick Development Corp. and Robert Wood Johnson University Hospital. These activities involve minimal time commitment for Young Audiences and the Stahl committee, a few hours per week for Robert Wood Johnson, and minimal time for New Brunswick Development Corp.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations33 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.