Barry Blaustein
Barry Blaustein is a registered investment advisor at UBS Financial Services INC., based in New York, NY, with 27 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
299 Park Avenue, 8th Floor, New York, NY, 10171
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Regulatory History (9)
Financial
August 2018Financial
July 2018Financial
May 2018Financial
May 2018Financial
April 2018Financial
April 2018Financial
April 2018Financial
January 2018Customer Dispute
May 2001Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Wall Street Financial Group, INC.Broker
Paulson Investment Company, INC.Broker
Investec Ernst & CompanyBroker
Royce Investment Group, INC.Broker
State Registrations40 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.