Edward Mirsky
Edward Mirsky is a registered investment advisor at UBS Financial Services INC., based in San Diego, CA, 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
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
600 West Broadway, Suite 2800, San Diego, CA, 92101
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2015Customer Dispute
December 2002Other Business Activities
Edward is a partner at Topgan Drones, LLC, which manufactures, distributes, services, and supports unmanned aerial vehicles since 2014. He is also the proprietor/owner of Hakarat Ha Tov SL, a personal holding company for real estate investment in Spain, but this requires minimal time.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
UBS International INC.Broker
UBS International INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations23 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.