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Clifford Bryant Wattley

UBS FUND ADVISOR, L.L.C.·NEW YORK, New York
UBS FUND ADVISOR, L.L.C.
1285 AVENUE OF THE AMERICAS, NEW YORK, NY 10019CRD# 711881Firm CRD# 109213

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clifford Bryant Wattley · NEW YORK, NY
Registration
CRD #711881 · UBS FUND ADVISOR, L.L.C.
Brand Profile
Not yet started
Disclosure history
13 disclosures on file · See FINRA BrokerCheck for full record
01

About

Clifford Bryant Wattley is a registered financial advisor based in NEW YORK, New York, affiliated with UBS FUND ADVISOR, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
UBS FUND ADVISOR, L.L.C.
AUM
$7.0B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at UBS FUND ADVISOR, L.L.C. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 711881
Firm CRD# 109213
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Clifford Bryant Wattley offer?
Clifford Bryant Wattley specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Clifford Bryant Wattley's credentials?
Clifford Bryant Wattley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clifford Bryant Wattley located?
Clifford Bryant Wattley is based in NEW YORK, New York, working with UBS FUND ADVISOR, L.L.C.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Clifford Bryant Wattley charge for services?
Clifford Bryant Wattley's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UBS FUND ADVISOR, L.L.C.?
UBS FUND ADVISOR, L.L.C. has approximately 6 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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