RZ
RZ

Ronald Zeitz

34 Years of Experience
Mt. Laurel, NJ
Broker

Ronald Zeitz is a registered investment advisor at UBS Financial Services INC., based in Mt. Laurel, NJ, with 34 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

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.

One-Time Plan:$500 - $50,000
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Location

501 Fellowship Road, Mt. Laurel, NJ, 08054

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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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Other Business Activities

Ronald is involved in several real estate partnerships and LLCs, including B & R Real Estate, B Zeitz Real Estate, Wilkins Properties LLC, Secured High Yield, LLC, and Tristate Real Estate, LLC. He also plans to form an LLC for purchasing and selling automobiles, where he will be a passive investor.

Employment History
Current Registrations
UBS Financial Services INC.
February 2012 - Present · 14 yrs 3 mos
UBS Financial Services INC.
February 2012 - Present · 14 yrs 3 mos
UBS Financial Services INC.Broker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2012 · 2 yrs 9 mos
Citigroup Global Markets INC.Broker
October 2004 - June 2009 · 4 yrs 8 mos
Citigroup Global Markets INC.
October 2004 - June 2009 · 4 yrs 8 mos
Morgan Stanley
July 2002 - October 2004 · 2 yrs 3 mos
Morgan Stanley Dw INC.Broker
July 1999 - October 2004 · 5 yrs 3 mos
Janney Montgomery Scott INC.Broker
September 1996 - July 1999 · 2 yrs 10 mos
Prudential Securities IncorporatedBroker
January 1992 - October 1996 · 4 yrs 9 mos
State Registrations41 states
AKALARAZCACOCTDCDEFLGAIDILINKYLAMAMDMEMIMNMOMSNCNHNJNMNVNYOHORPAPRSCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
Ronald Zeitz - Financial Advisor | TrueAdvisor