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Amy White

UBS REALTY INVESTORS LLC·HARTFORD, Connecticut
Unclaimed Profile
10 STATE HOUSE SQUARE, HARTFORD, CT 06103-3604CRD# 4073178Firm CRD# 107758
01

About

Amy White is a registered financial advisor based in HARTFORD, Connecticut, affiliated with UBS REALTY INVESTORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
UBS REALTY INVESTORS LLC
UBS REALTY INVESTORS LLC
AUM
$2.7B
Regulatory assets under management
Employees
153
Total firm employees
View all advisors at UBS REALTY INVESTORS LLC →
Services
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: REAL ESTATE ACQUISITION/DISPOSITION FEES
Regulatory
SEC/IARD CRD# 4073178
Firm CRD# 107758
16 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amy White offer?
Amy White specializes in Retirement Planning, Wealth Management. Contact their office in HARTFORD, Connecticut for a consultation.
What are Amy White's credentials?
Amy White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy White located?
Amy White is based in HARTFORD, Connecticut, working with UBS REALTY INVESTORS LLC. Their office serves clients in the HARTFORD metropolitan area and surrounding communities.
How does Amy White charge for services?
Amy White's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: real estate acquisition/disposition fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UBS REALTY INVESTORS LLC?
UBS REALTY INVESTORS LLC has approximately 153 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HARTFORD
James Michael Oconnor — GLOBAL PORTFOLIO STRATEGIES, INC.Bradford Clair Melius — GLOBAL PORTFOLIO STRATEGIES, INC.James Michael Fishman — UBS REALTY INVESTORS LLCThomas Edward Enger — UBS REALTY INVESTORS LLCJohn Brooks Clinton — CCP EQUITY PARTNERS, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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