Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
2yrs
Marc Smith
Financial advisor at UBS Financial Services
Marc Smith is a fiduciary financial advisor in Boston, Massachusetts, with 2 years in the industry. Marc joined UBS Financial Services in 2024, 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 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeOne Post Office Square, Boston, MA 02109
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
- Oct 2024 – nowUBS Financial Services Inc.Current firm
Contact Marc
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Marc. One Post Office SquareBoston, MA 02109Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Marc
Tailored to Marc’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Marc
How do I contact Marc?
Call UBS Financial Services at (201) 352-3000 and ask for Marc Smith. Marc works from the Boston, MA office.
How long has Marc been a financial advisor?
Marc has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Marc hold?
Series 66. Tap any license on this page to see what it allows.
Is Marc a fiduciary?
Marc is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marc 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 Marc 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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