Anvik Advisers
44yrs
Top advisor by experience in Mill Valley
5yrs
Robert Warren
Financial advisor at UBS Financial Services
Based in Mill Valley, California, Robert Warren is a fiduciary financial advisor with 5 years of industry experience. Robert has been with UBS Financial Services since 2021. 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 136 advisors with offices in Mill Valley, and one of 116 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office2 Belvedere Place Suite 220, Mill Valley, CA 94941
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
Contact Robert
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Robert. 2 Belvedere Place Suite 220Mill Valley, CA 94941Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call UBS Financial Services at (201) 352-3000 and ask for Robert Warren. Robert works from the Mill Valley, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert 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 Robert 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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