Cy Aleman is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Lake Oswego, OR, 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
5300 SW Meadows Road Suite 300, Lake Oswego, OR, 97035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cy owns multiple real estate investment and rental properties through various LLCs, including properties in Idaho, Oregon, and Colorado. Cy pays property managers for some of these properties.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Amundi Asset Management US, INC.
Amundi Pioneer Institutional Asset Management, INC.
Amundi Distributor US, INC.Broker
Quasar Distributors, LLCBroker
Wbi Investments
Directed Services LLC
Directed Services LLCBroker
Old Mutual Investment PartnersBroker
Jackson National Life Distributors, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
State Registrations53 states
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