UBS Financial Services
47yrs
Top 1% by experience in Atlanta
37yrs
Thomas Schaefer
Full name on record: Thomas Michael Schaefer
Financial advisor at UBS Financial Services
Thomas Schaefer has worked in the financial industry for 37 years and is a fiduciary financial advisor based in Atlanta, Georgia. Thomas has been with UBS Financial Services since 2008; before that, Thomas spent 15 years at Lehman Brothers. 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 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top 7% by experience in Atlanta
Office3560 Lenox Road NE Suite 2800, Atlanta, GA 30326
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 ?1 state
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
- 2008 – nowUBS Financial Services Inc.Current firm
- 1994 – 2008Lehman Brothers Inc.Previously
Contact Thomas
3560 Lenox Road NE Suite 2800Atlanta, GA 30326Office · Get directions Firm main line(201) 352-3000Headquarters: UBS Financial Services · Weehawken, NJ LinkedIn pageUBS Financial Services
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Thomas
Tailored to Thomas’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thomas
How do I contact Thomas?
Call UBS Financial Services at (201) 352-3000 and ask for Thomas Schaefer. Thomas works from the Atlanta, GA office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 1989, about 37 years. Top 7% by experience in Atlanta.
What licenses does Thomas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas 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 Thomas 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.
Other advisors nearby
Carter, Terry & Company
47yrs
Top advisor by experience at Carter, Terry & Company
Register Financial Advisors
47yrs
Top advisor by experience at Register Financial Advisors
J.P. Morgan Securities
47yrs
Top 1% by experience in Atlanta
Morgan Stanley
47yrs
Top 1% by experience in Atlanta
Wells Fargo Advisors
47yrs
Top 1% by experience in Atlanta