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Justin R Berrett

UBS Asset Management (us) Inc.

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About Justin R Berrett

Justin Berrett is a financial professional with over 6 years of experience in the industry. Justin is currently registered with UBS Asset Management (us) Inc. and holds Series 3, 7, and 63 licenses. Justin has previously worked at Credit Suisse Securities (USA) LLC. Justin is licensed in 53 states and the District of Columbia.

Firm Information

Justin Berrett is currently registered with UBS Asset Management (us) Inc.. UBS Asset Management (us) Inc. is a corporation formed in May 1977 and is approved in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 1 approved SEC registration and 53 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Justin Berrett’s Registration & Firm History

NY

05/01/2024 - Present

UBS Asset Management (us) Inc. (New York NY)

NY

05/04/2017 - 05/01/2024

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/12/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/2019

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin R Berrett.
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