Morgan Stanley
47yrs
Top advisor by experience in New York
9yrs
Loic Collin
Financial advisor at UBS Financial Services
Based in New York, New York, Loic Collin is a fiduciary financial advisor with 9 years of industry experience. Loic joined UBS Financial Services in 2021, 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 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office11 Madison Avenue, New York, NY 10010
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.
Career
- 2021 – nowUBS Financial Services Inc.Current firm
Contact Loic
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Loic. 11 Madison AvenueNew York, NY 10010Office · 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 Loic
Tailored to Loic’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 Loic
How do I contact Loic?
Call UBS Financial Services at (201) 352-3000 and ask for Loic Collin. Loic works from the New York, NY office.
How long has Loic been a financial advisor?
Loic has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Loic hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Loic a fiduciary?
Loic is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Loic 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 Loic 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