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Gregory Hurst

26 Years of Experience
New York, NY
1 DisclosureBroker

Gregory Hurst is a registered investment advisor at UBS Financial Services INC., based in New York, NY, with 26 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

299 Park Avenue, 8TH, 9TH, & 11TH Floors, New York, NY, 10171

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History

Regulatory History (1)
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Customer Dispute
October 2004
Closed-No Action
Other Business Activities

Gregory is an authorized member of Liquid Lifetime Collection LLC, a personal holding company for asset protection, since October 2023. Gregory is authorized to manage and control the entity.

Employment History
Current Registrations
UBS Financial Services INC.
October 2004 - Present · 21 yrs 9 mos
UBS Financial Services INC.
October 1999 - Present · 26 yrs 9 mos
UBS Financial Services INC.Broker
October 1999 - Present · 26 yrs 9 mos
State Registrations26 states
ARAZCACOCTDCDEFLGAILMAMDNCNJNMNYORPASCTNTXVAVTWAWIWY
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.