Jeremy Seidman
Jeremy Seidman is a registered investment advisor at UBS Financial Services INC., based in Boston, MA, with 22 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 Post Office Square, 35th Floor, Boston, MA, 02109
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2019Customer Dispute
January 2017Other Business Activities
Jeremy is a board member for the MIT Sloan Boston Alumni Association and Coaching4Change, both education-related organizations. He dedicates his time to overseeing board functions and advising the organizations.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Lehman Brothers INC.Broker
State Registrations29 states
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.