J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
22yrs
Based in Los Angeles, California, Daniel Gray is a fiduciary financial advisor with 22 years of industry experience. Daniel has been with UBS Financial Services since 2021; before that, Daniel spent 15 years at Deutsche Bank Securities and a year at Banc of America Investment Services. 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 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 66% 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 ?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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowUBS Financial Services Inc.Current firm
- 2006 – 2021Deutsche Bank Securities Inc.Previously
- Feb 2005 – Apr 2006Banc of America Investment Services, Inc.Previously
Questions to ask Daniel
Tailored to Daniel’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 Daniel
How do I contact Daniel?
Call UBS Financial Services at (201) 352-3000 and ask for Daniel Gray. Daniel works from the Los Angeles, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2005, about 22 years. More experience than 66% of advisors in Los Angeles.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel 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 Daniel 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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