Next-Gen · rank 100 · Boston, Massachusetts · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (high)
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- “Alex joined UBS in 2018 as an advisor within Private Wealth Management, where he works with private equity & investment professionals, business owners, and family offices.” — firm_official
- Parent company — UBS Group AG (high)
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "10/5/2018", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "7163", "iaSECNumberType": "801", "bdSECNumber": "16267"” — sec_finra_regulatory
- Team name — Monleon Cook Pardy Team (high)
- “Monleon Cook Pardy Team Private Wealth Management” — firm_official
- Team size — 7 (medium)
- “Alex Pardy Senior Vice President–Wealth Management Private Wealth Advisor” — firm_official
- CRD — 6288081 (high)
- “"individualId": 6288081, "firstName": "Alex", "lastName": "Pardy", "otherNames": ["ALEX WILLIAM PARDY"], "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- Years experience — 12 (high)
- “"daysInIndustryCalculatedDate": "5/22/2014"” — sec_finra_regulatory
- Designations — — (high)
- “Private Wealth Advisor Series 7, 63, 65 and 3 securities licenses” — firm_official
- “"stateExamCategory": [{"examCategory": "Series 65", ... {"examCategory": "Series 63"” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 2300 (high)
- “Team Assets (Custodied): $2.3B” — forbes_shook
- Account minimum ($M) — 20 (high)
- “Minimum Account Size for New Business: $20M” — forbes_shook
- Typical client net worth ($M) — 20 (high)
- “Typical Net Worth of Relationships: $20-500M” — forbes_shook
- Client niche — private equity & investment professionals, business owners, and family offices (high)
- “Alex joined UBS in 2018 as an advisor within Private Wealth Management, where he works with private equity & investment professionals, business owners, and family offices.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmName": "UBS FINANCIAL SERVICES INC.", "iaOnly": "N", "registrationBeginDate": "10/5/2018"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/monleoncookpardyteam/ (high)
- “Monleon Cook Pardy Team Home (current) Meet the team Contact The right moves for your financial future” — firm_official
- Value proposition (verbatim) — We focus on your goals and your long-term financial well-being so you can focus on the business you manage so well. (high)
- “The right moves for your financial future Private Wealth Management Monleon Cook Pardy Team Private Wealth Management Your priorities Our insights Private Wealth Management We focus on your goals and your long-term finan” — firm_official
- Differentiators — Goal is to be the client's primary source of financial advice, Long-term relationships built on quality client service, Institutional-investment background applied to private portfolio construction and alternatives, Pre- and post-transaction planning plus tailored lending strategies, Access to UBS Private Wealth Management, a restricted subset of the advisor network serving only HNW/UHNW clients (high)
- “Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a co” — firm_official
- “Alex has a strong background in institutional investment, which he leverages in developing thoughtful solutions, aligned with client investment & planning objectives. His specialties include: overseeing client portfolio ” — firm_official
- Content marketing — none (medium)
- “Your priorities Our insights” — firm_official
- Has podcast — no (medium)
- “Monleon Cook Pardy Team Home (current) Meet the team Contact” — firm_official
- Books published — 0 (medium)
- “Alex received a B.A. in Economics from Hamilton College, where he played on the Varsity Football team.” — firm_official
- Linkedin url — https://www.linkedin.com/in/alex-w-pardy-0660b47 (high)
- Social presence — linkedin_active (low)
- Press awards — Forbes Best-in-State Wealth Advisors, 2025, 2026, Forbes Best-in-State Wealth Management Teams, 2025, 2026, UBS Wealth Management President's Council, 2025, UBS Wealth Management Director's Council, 2024, 2026 (high)
- “Alex Pardy Recognized as an industry leader: Forbes America's T” — firm_official
Visual brand
- Has distinct logo — no (high)
- “src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Logo url — https://advisors.ubs.com/monleoncookpardyteam/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Visual brand notes — Stock UBS corporate template: white ground, UBS red accents, black text, clean sans-serif. Red line-icon set (globe, mountain peak, money). Aspirational lifestyle stock photography and formal headshots. No team-specific visual identity. (high)
- “src="mediahandler/media/453444/Money-red.svg" src="mediahandler/media/453486/Earth_ globe_ global-red.svg" src="mediahandler/media/453487/Mountain_ peak_ top-red.svg"” — firm_official
