J.p. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
15yrs
Patrick Schaffer
Financial advisor at UBS Financial Services
Patrick Schaffer is a financial advisor in Los Angeles, California, with 15 years in the industry. Patrick joined UBS Financial Services in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Patrick holds the CFA designation.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 51% of advisors in Los Angeles
Office2000 Avenue Of The Stars 12th Floor South, Los Angeles, CA 90067
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.
Designations
CFA
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
Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call UBS Financial Services at 201-352-3000 and ask for Patrick Schaffer. Patrick works from the Los Angeles, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2011, about 15 years. More experience than 51% of advisors in Los Angeles.
What licenses does Patrick hold?
Series 63. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick 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 Patrick for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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