Chad Czerwinski is a registered investment advisor at UBS Financial Services INC., based in Hartford, CT, with 24 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
One State Street, 16th Floor, Hartford, CT, 06103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad is a partner in Apex Partners, though the shipping business was recently sold and no business is currently being conducted. He is also a board member for Hartford Youth Scholars and oversees investments for the David Hunter Irrevocable Trust.
Employment History
Current Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Primevest Financial Services, INC.
Bancnorth Investment Group, INC.Broker
Webster Investment Services, INC.Broker
Webster Investment Services, INC
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations36 states
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