Lasalle St. Investment Advisors
47yrs
Top advisor by experience in Oregon
41yrs
Mark Roukas
Financial advisor at UBS Financial Services
Based in Portland, Oregon, Mark Roukas is a fiduciary financial advisor with 41 years of industry experience. Mark joined UBS Financial Services in 2013, after five years at Morgan Stanley and two years at Morgan Stanley & Co.. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1175 advisors with offices in Portland, and one of 1075 fiduciaries.
At a glance
Experience41 years (since 1985)
How that compares ?Top 3% by experience in Oregon
Office760 SW 9th Ave Suite 2450, Portland, OR 97205
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowUBS Financial Services Inc.Current firm
- 2009 – 2013Morgan StanleyPreviously
- Nov 2007 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 2000 – 2007Wells Fargo Clearing Services, LLCPreviously
Contact Mark
Local office(503) 221-5858Ask for Mark. (201) 352-3000Main office · Weehawken, NJ 760 SW 9th Ave Suite 2450Portland, OR 97205Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Mark’s local office at (503) 221-5858 or the UBS Financial Services main office at (201) 352-3000, and ask for Mark Roukas.
How long has Mark been a financial advisor?
Mark has been in the industry since 1985, about 41 years. Top 3% by experience in Oregon.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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