Charleston, WV Virginia Street East Office

Team
Updated today
United Brokerage Services inc logo

United Brokerage Services inc

Multi-team

Firm-wide stats for United Brokerage Services inc

Total advisors

57

Across 37 offices

Clients per advisor

24 Very Low

Avg AUM per client

$254,269 Very Low

HNW client ratio

4% Very Low

About

United Brokerage Services, Inc. provides investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, small businesses, and retirement plans, and makes wrap and unified managed account programs available through its clearing relationship with Wells Fargo Clearing Services. Programs described in the brochure include Asset Advisor, Personalized Unified Managed Account (PUMA), FundSource, CustomChoice, and a Private Advisor Network offering separately managed strategies.

The firm’s investment process emphasizes strategic and tactical asset allocation, use of mutual funds and ETFs, individual equity and fixed income selection, third‑party research, model portfolios, periodic rebalancing, and tax‑aware overlays when appropriate. UBS typically provides advice on a non‑discretionary basis—matching clients to managers, models, or household-level UMAs—while clients or selected Private Advisor Network managers may hold day‑to‑day discretionary authority where authorized.

UBS is owned by United Asset Management Corporation, a wholly owned subsidiary of United Bank, and is also registered as a broker‑dealer and FINRA member, so its advisory activity is conducted alongside brokerage and banking affiliations. The firm custodians client assets with Wells Fargo Clearing Services, has delegated certain proxy voting practices to Wells Fargo’s policies effective January 1, 2026, and reported approximately $753.9 million in non‑discretionary assets and no firm‑level discretionary AUM as of December 31, 2025.

Based on United Brokerage Services inc

Expertise

Tax-loss harvesting Wealth management

Based on United Brokerage Services inc

Location

500 Virginia Street East

Charleston WV 25322

Advisors at this office

2

Advisors at this office

user avatar

Rossitsa G

Series 66

Charleston, WV

United Brokerage Services, INC

Rossitsa Getskova is a financial advisor at United Brokerage Services, Inc. with 17 years of industry experience. She holds a Series 66 designation and has worked at United Brokerage Services since 2015 and United Bank since 2005. Getskova serves as the Investment Committee Chair for the West Virginia Bankers Association and is a member of the YWCA Investment Committee in Charleston, WV. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and is affiliated with United Bank, combining banking services with a range of investment management options.

Tax-loss harvesting Wealth management
user avatar

Jonathan M

Series 65, Series 63

Charleston, WV

United Brokerage Services, INC

Jonathan Matuszkiewicz is a financial advisor with United Brokerage Services, Inc. He holds Series 65 and Series 63 credentials and has 12 years of industry experience. His prior roles include positions at Crestview Capital Advisors, J.W. Cole Advisors, J.W. Cole Financial, and New York Life Insurance Company. He is also employed as an Institutional Advisor with United Bank Wealth Management Department. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a strategic and tactical asset allocation approach, utilizing mutual funds, ETFs, individual securities, model portfolios, and tax-aware overlays, generally providing advice on a non-discretionary basis.

Tax-loss harvesting Wealth management
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