Searle & Co.
47yrs
Top advisor by experience in Greenwich
31yrs
Benjamin Quick
Full name on record: BENJAMIN Pierce QUICK
Financial advisor at UBS Financial Services
Based in Greenwich, Connecticut, Benjamin Quick is a fiduciary financial advisor with 31 years of industry experience. Benjamin has been with UBS Financial Services since 2002. 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 659 advisors with offices in Greenwich, and one of 618 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 15% by experience nationwide
Office100 West Putnam Avenue 2nd Floor, Greenwich, CT 06830
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
- 2002 – nowUBS Financial Services Inc.Current firm
Contact Benjamin
100 West Putnam Avenue 2nd FloorGreenwich, CT 06830Office · Get directions Firm main line(201) 352-3000Headquarters: UBS Financial Services · Weehawken, NJ LinkedIn pageUBS Financial Services
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Questions to ask Benjamin
Tailored to Benjamin’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 Benjamin
How do I contact Benjamin?
Call UBS Financial Services at (201) 352-3000 and ask for Benjamin Quick. Benjamin works from the Greenwich, CT office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 1995, about 31 years. Top 15% by experience nationwide.
What licenses does Benjamin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin 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 Benjamin 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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