Lombard Advisers
47yrs
Top advisor by experience in Baltimore
17yrs
Benjamin Wells
Financial advisor at UBS Financial Services
Benjamin Wells is a fiduciary financial advisor in Baltimore, Maryland, with 17 years in the industry. Benjamin joined UBS Financial Services in 2009, 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 710 advisors with offices in Baltimore, and one of 650 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 54% of advisors nationwide
Office500 East Pratt Street, Baltimore, MD 21202
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
- 2009 – nowUBS Financial Services Inc.Current firm
Contact Benjamin
500 East Pratt StreetBaltimore, MD 21202Office · Get directions Firm main line(201) 352-3000Headquarters: UBS Financial Services · Weehawken, NJ LinkedIn pageUBS Financial Services
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Questions to ask Benjamin
Tailored to Benjamin’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 Benjamin
How do I contact Benjamin?
Call UBS Financial Services at (201) 352-3000 and ask for Benjamin Wells. Benjamin works from the Baltimore, MD office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2009, about 17 years. More experience than 54% of advisors nationwide.
What licenses does Benjamin hold?
Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin 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 Benjamin 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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