RH
RH
Robert Hutchinson
25 Years of Experience
Philadelphia, PA
1 DisclosureBroker
Robert Hutchinson is a registered investment advisor at UBS Financial Services INC., based in Philadelphia, PA, with 25 years of industry experience. Robert 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9366 advisors
IM Fee
Planning only
Assets Under Management
$915.8B
Fee Structure
Investment management only (planning not offered)
- 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.
One-Time Plan:$500 - $50,000
Loading...
Location
1735 MARKET STREET, 44th Floor, Mellon Bank Ctr., Philadelphia, PA, 19103
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2010Settled
Employment History
Current Registrations
UBS Financial Services INC.
March 2008 - Present · 18 yrs 7 mos
UBS Financial Services INC.
March 2005 - Present · 21 yrs 7 mos
UBS Financial Services INC.Broker
March 2005 - Present · 21 yrs 7 mos
Previous Registrations
Citigroup Global Markets INC.
April 2002 - April 2005 · 3 yrs
Citigroup Global Markets INC.Broker
June 2001 - April 2005 · 3 yrs 10 mos
AXA Advisors, LLCBroker
July 2000 - January 2001 · 6 mos
State Registrations31 states
ALAZCACOCTDCDEFLGAILINLAMAMDMEMSNCNHNJNMNVNYOHORPASCTNTXVAVTWI
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.
More Advisors
- Daniel SilverbergUBS Financial Services INC.
- Kenneth CatanellaUBS Financial Services INC.
- Dominick Daniele, CFPUBS Financial Services INC.
- Brian Binkley, CFAUBS Financial Services INC.
- Donald MahoneyUBS Financial Services INC.
- Michael GreenlyUBS Financial Services INC.