Matthew Foley
Matthew Foley is a registered investment advisor at UBS Financial Services INC., based in Paramus, NJ, with 29 years of industry experience. Matthew 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
- 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.
Location
61 South Paramus Road, 4th FLOOR, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2013Other Business Activities
Matthew is an advisory board member for Eva's Village, a non-profit charitable organization, since 2010. He dedicates minimal time to this role, primarily assisting with fundraising.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations29 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.
Exams
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