Melinda Abood
Melinda Abood is a registered investment advisor at UBS Financial Services INC., based in New York, NY, with 45 years of industry experience. Melinda 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
299 Park Avenue, 8th,9th and 11th floor, New York, NY, 10171
Get directionsHistory
Regulatory History (5)
Customer Dispute
April 2020Customer Dispute
October 2017Customer Dispute
March 1991Customer Dispute
July 1987Customer Dispute
January 1987Other Business Activities
Melinda is a partner in Cymira Corp, a private real estate limited partnership, since 2006. This activity is not investment-related.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Shearson Lehman Brothers INC.Broker
State Registrations41 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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