Marc Shawn Peterfriend
Investment adviser representative at UBS Asset Management (americas) LLC
21 yearsExperience
1 stateRegistered in
$588.2BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- UBS Asset Management (americas) LLCJan 2018 to now
- UBS Financial Services Inc.May 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (NJ).
UBS Asset Management (americas) LLC
$588.2BAssets managed
433,784Clients
32Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3095217
- Firm CRD
- 106838