J.p. Morgan Securities
47yrs
Top advisor by experience at J.p. Morgan Securities
47yrs
Peter Durk Browne
Financial advisor at UBS Financial Services
At a glance
Experience47 years (since 1980)
How that compares ?Top 1% by experience in San Francisco
Office555 California St 34th, 36th & 46th Floors, San Francisco, CA 94104
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 1997 – nowUBS Financial Services Inc.Current firm
Questions to ask Peter
Tailored to Peter’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Peter
How do I contact Peter?
Call UBS Financial Services at 201-352-3000 and ask for Peter Durk Browne. Peter works from the San Francisco, CA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 1980, about 47 years. Top 1% by experience in San Francisco.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter 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 Peter for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Delta Investment Management
47yrs
Top advisor by experience at Delta Investment Management
UBS Financial Services
47yrs
John Lawrence Sullivan II
Financial advisor
555 California Street 32nd Floor/ Suite 3200
San Francisco, CA 94104
San Francisco, CA 94104
Top 1% by experience in San Francisco
UBS Financial Services
47yrs
Henry Iii,henry Wagner III
Financial advisor
555 California St 34th, 36th & 46th Floors
San Francisco, CA 94104
San Francisco, CA 94104
Top 1% by experience in San Francisco
Raymond James & Associates
47yrs
Top 1% by experience in San Francisco
Morgan Stanley
47yrs
Top 1% by experience in San Francisco