CRD: 8174
UBS Financial Services Inc.
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- Custodian
- American Funds · BNY Mellon · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-11-1963
- Office Locations
- 486
Office Locations
About UBS Financial Services Inc.
UBS is a global financial services firm spanning wealth management, asset management and investment banking. For private clients, intermediaries and institutions, it provides tailored investment solutions and advice across traditional and alternative asset classes, supported by Chief Investment Office insights. UBS also helps banks with market intelligence, liquidity and processing, and supports independent advisors with research, infrastructure and product access. Notable: Green Streak nature-positive initiative.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL ALAN CAMACHO
Financial Advisor, General Partner, President
- CRD
- #2907298
- Ownership
- Less than 5%
LISA M. FRANCOMANO
MANAGING DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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KENNETH ABADY
Senior Vice President Wealth Management
- CRD
- #1563615
ERIC ABATEMARCO
Executive Director
- CRD
- #3084974
Showing 2 of 10559 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $402,983,233,661 | $981,060 |
| Non-Discretionary | $512,809,904,453 | $699,083 |
| Total | $915,793,138,114 | $800,302 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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