Carey White is a registered investment advisor at UBS Financial Services INC., based in Washington, DC, with 15 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
1700 M Street NM, 5th Floor, Washington, DC, 20036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carey is a member of the board of directors (Secretary) for Hammond Park Recreation Inc, a private neighborhood swimming pool, since 2019. Carey's duties include website and social media notices to members regarding pool activities and events.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations36 states
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