Edmund Nasief
Edmund Nasief is a registered investment advisor at UBS Financial Services INC., based in Louisville, KY, with 50 years of industry experience. Edmund 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
- 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.
Location
500 North Hurstbourne, Suite 300, Louisville, KY, 40222
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 1986Other Business Activities
Edmund is involved in several outside business activities. He is involved with Measure Consumer Perspective LLC, the Pediatric Endowment Fund, and the Franklin Estates Subdivision Home Owners Association Inc.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations26 states
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
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