BS
CFP
BS
CFP

Brian Silkwood

21 Years of Experience
Nashville, TN
Broker

Brian Silkwood is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Nashville, TN, with 21 years of industry experience. Brian 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
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Location

3102 West End Avenue, Suite 500, Nashville, TN, 37203-6017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is the president and executive director of the 100 Club of Sumner, a charity benefiting first responders, and assists in leading the charity and board. He is also a co-owner/co-manager of Rudolph Industries LLC, making joint investment decisions, and a board member of The Founders Club, raising money for the needy.

Employment History
Current Registrations
UBS Financial Services INC.
July 2005 - Present · 21 yrs 3 mos
UBS Financial Services INC.
June 2005 - Present · 21 yrs 4 mos
UBS Financial Services INC.Broker
June 2005 - Present · 21 yrs 4 mos
State Registrations37 states
ALARAZCACOCTDCDEFLGAIAIDILINKYLAMDMIMNMOMSNCNHNJNYOHOKORPASCTNTXVAVTWAWIWV
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.
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