ChooseAFinancialAdvisor.com
Advisors / Massachusetts / Shrewsby
12yrs

Patrick Brosnihan

Financial advisor at UBS Financial Services

Patrick Brosnihan is a fiduciary financial advisor in Shrewsby, Massachusetts, with 12 years in the industry. After two years at Morgan Stanley, Patrick joined UBS Financial Services in 2020, 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.

Shrewsby, MAFiduciary advisor
Call UBS Financial ServicesDirections

At a glance

Experience12 years (since 2014)
How that compares ?12 years in the industry
OfficeShrewsby, 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 ?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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
  2. 2014 – 2017
    Morgan StanleyPreviously

Contact Patrick

Shrewsby, MAOffice · Get directions Firm main line(201) 352-3000Headquarters: UBS Financial Services · Weehawken, NJ LinkedIn pageUBS Financial Services

Is this you? Claim your free profile to add a direct line, email, photo, and specialties.

Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Patrick

How do I contact Patrick?

Call UBS Financial Services at (201) 352-3000 and ask for Patrick Brosnihan. Patrick works from the Shrewsby, MA office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2014, about 12 years. 12 years in the industry.

What licenses does Patrick hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Patrick a fiduciary?

Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

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 3, 2026.

This profile is for information only and is not financial advice or a recommendation.