Morgan Stanley
47yrs
Top advisor by experience in New York
22yrs
Based in New York, New York, Michael Guild is a fiduciary financial advisor with 22 years of industry experience. Michael has been with UBS Financial Services since 2015; before that, Michael spent three years at Credit Suisse Securities (usa) and four years at J.P. Morgan Securities. 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 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 72% of advisors 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
- 2012 – 2015Credit Suisse Securities (usa) LLCPreviously
- 2008 – 2012J.P. Morgan Securities LLCPreviously
- Jan 2007 – Oct 2008J.P. Morgan Securities Inc.Previously
- Mar 2005 – Sep 2006J.P. Morgan Investment Management Inc.Previously
Contact Michael
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Michael. 1285 Avenue Of The Americas 19th FloorNew York, NY 10019Office · Get directions LinkedIn pageUBS Financial Services
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’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 Michael
How do I contact Michael?
Call UBS Financial Services at (201) 352-3000 and ask for Michael Guild. Michael works from the New York, NY office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2005, about 22 years. More experience than 72% of advisors in New York.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael 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 Michael 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
Oppenheimer & Co.
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
Crews & Associates
47yrs
Top advisor by experience at Crews & Associates