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Henry Boyce

UBS Financial Services INC.
47 Years of Experience
Hallandale Beach, FL
3 DisclosuresBroker
View SEC Summary
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Henry Boyce is a registered investment advisor at UBS Financial Services INC., based in Hallandale Beach, FL, with 47 years of industry experience. Henry 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.

UBS Financial Services INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9366 advisors
IM Fee
Planning only
Assets Under Management
$915.8B

Fee Structure

Investment management only (planning not offered)
  • 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.
One-Time Plan:$500 - $50,000
View Full SEC Brochure

Location

1010 S Federal Highway, Suite 2601, Hallandale Beach, FL, 33009

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2010
Denied
Customer Dispute
April 2008
Settled
Customer Dispute
August 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Henry is a Vice President of Becca's Closet, a charity providing free prom dresses to high school girls. He also owns Harrison Chateau, LLC, a single-family home intended for his in-laws but currently being rented out through Airbnb, where he handles maintenance and assists with rentals.

Employment History
Current Registrations
UBS Financial Services INC.
February 2013 - Present · 13 yrs 8 mos
UBS Financial Services INC.
February 2013 - Present · 13 yrs 8 mos
UBS Financial Services INC.Broker
February 2013 - Present · 13 yrs 8 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - March 2013 · 3 yrs 9 mos
Morgan Stanley
June 2009 - March 2013 · 3 yrs 9 mos
Citigroup Global Markets INC.
July 1991 - June 2009 · 17 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1991 - June 2009 · 17 yrs 11 mos
Prudential Securities IncorporatedBroker
May 1979 - July 1991 · 12 yrs 2 mos
State Registrations33 states
ALAZCACOCTDCDEFLGAILKSKYLAMAMDMIMNMOMTNCNHNJNVNYOHPASCSDTNTXUTVAWA
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.
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