Breckenridge, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$761,713,741,255
ClientsTotal clients
1,098,059
AdvisorsAdvisors at this office
2
Of 9,303 advisors across 994 offices
Location
Breckenridge CO
Advisors at this office
2
Advisors at this office
David G
Series 63, Series 65
Breckenridge, CO
UBS Financial Services
David Greenman is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market models to tailor strategies to clients' goals.
Richard R
Series 63, Series 65
Breckenridge, CO
UBS Financial Services
Richard Rohr is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as a trustee for the Clementine Lockwood Peterson Foundation, assisting in the oversight of the foundation’s investment portfolio. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a comprehensive platform that includes proprietary research and capital markets services.
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