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Ross Wilkinson
31 Years of Experience
Washington, DC
2 DisclosuresBroker
Ross Wilkinson is a registered investment advisor at UBS Financial Services INC., based in Washington, DC, with 31 years of industry experience. Ross is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9366 advisors
IM Fee
Planning only
Assets Under Management
$915.8B
Fee Structure
Investment management only (planning not offered)
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
One-Time Plan:$500 - $50,000
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Location
1700 M Street NW, 5th Floor, Washington, DC, 20036
Get directionsHistory
Regulatory History (2)
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Financial
October 2016Final
Financial
October 2016Final
Employment History
Current Registrations
UBS Financial Services INC.
February 2025 - Present · 1 yr 8 mos
UBS Financial Services INC.Broker
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Morgan Stanley
February 2015 - June 2024 · 9 yrs 4 mos
Morgan StanleyBroker
February 2015 - June 2024 · 9 yrs 4 mos
Raymond James Financial Services Advisors, INC
October 2013 - November 2014 · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
September 2013 - November 2014 · 1 yr 2 mos
Mid Atlantic Capital CorporationBroker
December 2010 - October 2012 · 1 yr 10 mos
Washington Wealth Management
December 2010 - April 2013 · 2 yrs 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - July 2010 · 1 yr 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - July 2010 · 1 yr 1 mo
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 1998 - April 2007 · 8 yrs 7 mos
Morgan Stanley Dw INC.Broker
May 1998 - April 2007 · 8 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1993 - May 1998 · 4 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
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