Morgan Stanley
46yrs
Top advisor by experience in Melville
34yrs
Brian Lacks
Financial advisor at UBS Financial Services
Based in Melville, New York, Brian Lacks is a fiduciary financial advisor with 34 years of industry experience. Brian has been with UBS Financial Services since 2021. 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 1293 advisors with offices in Melville, and one of 1085 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 10% by experience nationwide
Office58 South Service Road Suite 310, Melville, NY 11747
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
- 2021 – nowUBS Financial Services Inc.Current firm
Contact Brian
58 South Service Road Suite 310Melville, NY 11747Office · Get directions Firm main line(201) 352-3000Headquarters: UBS Financial Services · Weehawken, NJ LinkedIn pageUBS Financial Services
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Questions to ask Brian
Tailored to Brian’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 Brian
How do I contact Brian?
Call UBS Financial Services at (201) 352-3000 and ask for Brian Lacks. Brian works from the Melville, NY office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1992, about 34 years. Top 10% by experience nationwide.
What licenses does Brian hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian 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 Brian 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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