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Siddharth Shah

UBS Asset Management (us) Inc.

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About Siddharth Shah

Siddharth Shah is a financial professional with experience in the industry. Siddharth is currently registered with UBS Asset Management (us) Inc. and UBS Financial Services Inc. and has passed the Series 99TO and SIE exams. Siddharth has a strong background in financial services and is committed to providing exceptional service to clients.

Firm Information

Siddharth Shah 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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Siddharth Shah’s Registration & Firm History

NJ

02/06/2024 - Present

UBS Asset Management (us) Inc. (Weehawken NJ)

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Licenses & Designations

BC

Issued 03/27/2023

Series 99TO - Operations Professional Examination

BC

Issued 03/27/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Siddharth Shah.
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