Morgan Stanley
47yrs
Top advisor by experience in New York
1yr
Avery Perry
Financial advisor at UBS Financial Services
Avery Perry has worked in the financial industry for 1 year and is a fiduciary financial advisor based in New York, New York. Avery joined UBS Financial Services in 2025, 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
Experience1 years (since 2025)
How that compares ?1 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.
Series 66Uniform Combined State Law Examination
Career
- Sep 2025 – nowUBS Financial Services Inc.Current firm
Contact Avery
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Avery. 11 Madison AvenueNew York, NY 10010Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Avery
Tailored to Avery’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
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About Avery
How do I contact Avery?
Call UBS Financial Services at (201) 352-3000 and ask for Avery Perry. Avery works from the New York, NY office.
How long has Avery been a financial advisor?
Avery has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Avery hold?
Series 66. Tap any license on this page to see what it allows.
Is Avery a fiduciary?
Avery is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Avery 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 Avery 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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