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Sarah Lang

8 Years of Experience
Brooklyn, NY
Broker

Sarah Lang is a registered investment advisor at UBS Asset Management (americas) LLC, based in Brooklyn, NY, with 8 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 399,225 clients with $540B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
399,225 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$542.2B

Fee Structure

Investment management only (planning not offered)

UGA does not have a standard fee schedule. UGA generally receives management fees equal to a percentage of assets under management. In some cases, UGA receives a fixed fee for its services. UGA may also receive performance-based fees. Fees are negotiated on a client-by-client basis and are based, in part, on the size and scope of the relationship, investment vehicle’s particular structure, investment process and other factors.

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Location

Brooklyn, NY

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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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Employment History
Current Registrations
UBS Asset Management (americas) LLC
May 2023 - Present · 3 yrs 4 mos
UBS Asset Management (US) INC.Broker
January 2023 - Present · 3 yrs 8 mos
UBS Asset Management (US) INC.
January 2023 - Present · 3 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2018 - November 2022 · 4 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.