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Todd Hnatyszyn

30 Years of Experience
Jamestown, NY
1 DisclosureBroker

Todd Hnatyszyn is a registered investment advisor at UBS Financial Services INC., based in Jamestown, NY, with 30 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

201 West 3rd Street, Suite 200, Jamestown, NY, 14701

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History

Regulatory History (1)
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Customer Dispute
January 2009
Denied
Other Business Activities

Todd is a partner in Brielle Naturals, an Amazon retailer, since 2016, focusing on product research. He also serves as a board member for the Jamestown Boys & Girls Club since 2018, fulfilling general board member duties.

Employment History
Current Registrations
UBS Financial Services INC.
September 2006 - Present · 19 yrs 8 mos
UBS Financial Services INC.
March 1998 - Present · 28 yrs 2 mos
UBS Financial Services INC.Broker
March 1998 - Present · 28 yrs 2 mos
Previous Registrations
PFS Investments INC.Broker
April 1996 - December 1997 · 1 yr 8 mos
PFS Investments INC.Broker
September 1995 - December 1995 · 3 mos
State Registrations27 states
AZCACOFLGAIDINKYLAMAMDMEMINCNJNYOHOKORPASCTNTXUTVAWIWY
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.