Morgan Stanley
47yrs
Top advisor by experience in New York
16yrs
Danielle Stimus
Financial advisor at UBS Financial Services
Danielle Stimus has worked in the financial industry for 16 years and is a financial advisor based in New York, New York. Danielle joined UBS Financial Services in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 60% of advisors in New York
Office1285 Avenue Of The Americas 15 Thru 18th Floors, New York, NY 10019
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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowUBS Financial Services Inc.Current firm
Contact Danielle
1285 Avenue Of The Americas 15 Thru 18th FloorsNew York, NY 10019Office · Get directions Firm main line(201) 352-3000Headquarters: UBS Financial Services · Weehawken, NJ LinkedIn pageUBS Financial Services
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Questions to ask Danielle
Tailored to Danielle’s registration and firm.
- 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 Danielle
How do I contact Danielle?
Call UBS Financial Services at (201) 352-3000 and ask for Danielle Stimus. Danielle works from the New York, NY office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2010, about 16 years. More experience than 60% of advisors in New York.
What licenses does Danielle hold?
Series 63. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Danielle 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 Danielle 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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