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UBS REALTY INVESTORS LLC
UBS REALTY INVESTORS LLC
HARTFORD, Connecticut
·
12 registered advisors
·
CRD# 107758
SEC# 801-45426
4
860-616-9000
01
Firm Overview
AUM
$2.7B
Regulatory assets under management
Employees
153
Total firm employees
Advisors
12
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: REAL ESTATE ACQUISITION/DISPOSITION FEES
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at UBS REALTY INVESTORS LLC
12 registered advisors
Catherine Ann Schuster
HARTFORD, Connecticut
CRD# 5998900
James Louis Lynch
HARTFORD, Connecticut
CRD# 2987575
Jeffrey Gerard Maguire
HARTFORD, Connecticut
CRD# 3110697
Kurt Elliott Edwards
HARTFORD, Connecticut
CRD# 7101002
Matthew G Johnson
HARTFORD, Connecticut
CRD# 3273404
Matthew Hayward Lynch
HARTFORD, Connecticut
CRD# 2797322
Nicholas Simon Pile
HARTFORD, Connecticut
CRD# 2727759
Richard Allen Cumiskey
HARTFORD, Connecticut
CRD# 1276853
Ronald Lee Lanier
HARTFORD, Connecticut
CRD# 1437171
Thomas James O'shea
HARTFORD, Connecticut
CRD# 4803329
Thomas Joseph Anathan
HARTFORD, Connecticut
CRD# 1437186
William Terrance Hughes
HARTFORD, Connecticut
CRD# 2671721
05
Office Locations
HARTFORD, Connecticut
12 advisors
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Data sourced from SEC Form ADV filings. UBS REALTY INVESTORS LLC (CRD# 107758) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.