TrueAdvisor
TrueAdvisor
AB
AB

Alexandra Kay Brown

UBS Financial Services INC.
3 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
UBS Financial Services INC.
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
9200 advisors
Number of Clients
1,134,581 clients
Average Client Portfolio
$713K average
Assets Under Management
$808.8B

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$10,000

Location

4000 Town Center Blvd, Suite 100, Canonsburg, PA, 15317

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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 Financial Services INC.Broker
May 2024 - Present · 1 yr 9 mos
UBS Financial Services INC.
May 2024 - Present · 1 yr 9 mos
UBS Financial Services INC.
May 2024 - Present · 1 yr 9 mos
Fiducient Advisors LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
November 2022 - January 2023 · 2 mos
UBS Financial Services INC.Broker
September 2022 - January 2023 · 4 mos
State Registrations36 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.