Marc Green
Marc Green is a registered investment advisor at UBS Financial Services INC., based in New York, NY, with 50 years of industry experience. Marc 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
1285 Avenue of the Americas, 15 Thru 18th Floors, New York, NY, 10019
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2001Other Business Activities
Marc serves as an arbitrator for the NASD/NYSE since 1975. This activity, which is not investment related, requires minimal time.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Oppenheimer & CO., INC.Broker
Faulkner, Dawkins & Sullivan INC.Broker
State Registrations30 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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