Suresh Attal is a CFA-designated registered investment advisor at UBS Financial Services INC., based in Tampa, FL, with 6 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
101 East Kennedy Boulevard, Suite 1800, Tampa, FL, 33602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Suresh is involved in several outside business activities, including rental real estate through CARD Property Holdings and Jai Property Holdings LLC, and partnerships/ownership in Vive BV LLC, Vive PP LLC, Vive WG LLC, and Vive ST LLC. He also participates in BNI Business Leaders, a networking group.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations12 states
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