J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
25yrs
Danny Seto
Financial advisor at UBS Financial Services
Based in San Francisco, California, Danny Seto is a fiduciary financial advisor with 25 years of industry experience. Danny has been with UBS Financial Services since 2018; before that, Danny spent seven years at Morgan Stanley. 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 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 74% of advisors in San Francisco
Office555 California St 34th, 36th & 46th Floors, San Francisco, CA 94104
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
- 2018 – nowUBS Financial Services Inc.Current firm
- 2012 – 2018Morgan StanleyPreviously
Contact Danny
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Danny. 555 California St 34th, 36th & 46th FloorsSan Francisco, CA 94104Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Danny
Tailored to Danny’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 Danny
How do I contact Danny?
Call UBS Financial Services at (201) 352-3000 and ask for Danny Seto. Danny works from the San Francisco, CA office.
How long has Danny been a financial advisor?
Danny has been in the industry since 2001, about 25 years. More experience than 74% of advisors in San Francisco.
What licenses does Danny hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Danny a fiduciary?
Danny is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danny 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 Danny 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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