Morgan Stanley
47yrs
Top advisor by experience in New York
28yrs
Vadim Pertsov
Financial advisor at UBS Financial Services
Vadim Pertsov is a fiduciary financial advisor in New York, New York, with 28 years in the industry. Vadim joined UBS Financial Services in 2015, 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.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 16% by experience in New York
Office1285 Avenue Of The Americas 19th Floor, 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 ?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
- 2015 – nowUBS Financial Services Inc.Current firm
Contact Vadim
1285 Avenue Of The Americas 19th FloorNew 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 Vadim
Tailored to Vadim’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 Vadim
How do I contact Vadim?
Call UBS Financial Services at (201) 352-3000 and ask for Vadim Pertsov. Vadim works from the New York, NY office.
How long has Vadim been a financial advisor?
Vadim has been in the industry since 1999, about 28 years. Top 16% by experience in New York.
What licenses does Vadim hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Vadim a fiduciary?
Vadim is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Vadim 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 Vadim 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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