TrueAdvisor
TrueAdvisor
AG
AG

Aaron Luis Gonzalez

UBS Financial Services INC.
5 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

1285 Avenue of the Americas, 15 Thru 18th Floors, New York, NY, 10019

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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.
September 2020 - Present · 5 yrs 5 mos
UBS Financial Services INC.Broker
August 2020 - Present · 5 yrs 6 mos
State Registrations3 states
NJNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.