Dinh Truong is a registered investment advisor at UBS Financial Services INC., based in New York, NY, with 23 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
1285 Avenue of the Americas, Floor 15 thru 18, New York, NY, 10019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dinh is a registered representative and associated person of First Republic entities, dedicating most of his time to these activities. Dinh is also a partner in TruBros Properties LLC, involved in purchasing real estate for rental or resale with his brother.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
First Republic Investment Management, INC.
First Republic Wealth Advisors, LLC
First Republic Securities Company, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Prudential Securities IncorporatedBroker
Oscar Gruss & Son, IncorporatedBroker
State Registrations26 states
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