Raymond James & Associates
47yrs
Top advisor by experience in Wellesley
25yrs
Philip Chu
Financial advisor at UBS Financial Services
Philip Chu has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Wellesley, Massachusetts. After five years at Merrill, Philip joined UBS Financial Services in 2024, a firm offering financial planning, investment management, and retirement plan consulting. UBS Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 446 advisors with offices in Wellesley, and one of 393 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?More experience than 71% of advisors nationwide
OfficeWellesley, MA
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 66Uniform Combined State Law Examination
Career
- 2024 – nowUBS Financial Services Inc.Current firm
- 2002 – 2007MerrillPreviously
Contact Philip
Wellesley, MAOffice · Get directions Firm main line(201) 352-3000Headquarters: UBS Financial Services · Weehawken, NJ LinkedIn pageUBS Financial ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Philip
Tailored to Philip’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Philip
How do I contact Philip?
Call UBS Financial Services at (201) 352-3000 and ask for Philip Chu. Philip works from the Wellesley, MA office.
How long has Philip been a financial advisor?
Philip has been in the industry since 2002, about 25 years. More experience than 71% of advisors nationwide.
What licenses does Philip hold?
Series 66. Tap any license on this page to see what it allows.
Is Philip a fiduciary?
Philip is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Philip 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 Philip 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.
Other advisors nearby
UBS Financial Services
46yrs
Top 1% by experience in Wellesley
Empirical Asset Management
45yrs
Top 1% by experience nationwide
Morgan Stanley
45yrs
Top 1% by experience in Wellesley
Morgan Stanley
45yrs
Top 1% by experience in Wellesley
UBS Financial Services
44yrs
Top 1% by experience in Wellesley