Top Wealth + Best-in-State · rank 5 · Bellevue, Washington · listed firm: UBS Wealth Management
Identity & firm
- Firm — UBS Financial Services Inc. (high)
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Parent company — UBS Group AG (high)
- “Backed by the strength of our parent company, UBS AG” — firm_official
- Firm type — wirehouse (high)
- “Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services.” — firm_official
- Team name — Oster Wealth Management (high)
- “Oster Wealth Management” — firm_official
- Team size — 7 (medium)
- “Heather joined Oster Wealth Management in 2011. As the Team Administrator, Heather is the lead service provider for high priority relationships.” — firm_official
- CRD — 3186713 (high)
- “STACY RYAN OSTER - Broker at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Years experience — 27 (high)
- “4/16/1999” — sec_finra_regulatory
- Designations — CFP (high)
- “Stacy Oster, CFP - Bellevue, WA | Financial Advisors” — firm_official
Book of business
- Team AUM ($M) — 1300 (high)
- “Team Assets (Custodied): $1.3 billion” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size for New Business: $5 million” — forbes_shook
- Typical client net worth ($M) — 65 (high)
- “Typical Net Worth of Relationships: $10-120 million” — forbes_shook
- Client niche — professional athletes and entertainers (NFLPA-registered), plus multicultural wealth building (high)
- “Stacy is a NFLPA Institutional Player Financial Advisor. Through this partnership with the NFLPA and in coordination with the UBS Sports and Entertainment team, Stacy is equipped to provide holistic financial advice and ” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as” — firm_official
Positioning & marketing
- Website url — https://advisors.ubs.com/osterwm/ (high)
- “Oster Wealth Management - Bellevue, WA | UBS” — firm_official
- Value proposition (verbatim) — We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life. (high)
- “We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth ” — firm_official
- Differentiators — NFLPA Institutional Player Financial Advisor for current and retired NFL players, A focus on personalized access and service, Planning coordinated with the client's agent and accountant, Building multicultural wealth, together, Second-career/post-athletic-transition planning (high)
- “Whether your career is on the playing field, the hardwood, the stage or screen, we focus on your financial world so that you can focus on” — firm_official
- “How do we do it? Through customized financial planning focused on your needs and coordinated with your agent and accountant.” — firm_official
- Content marketing — active (medium)
- “The NIL Playbook: Navigating the "name, image and likeness" landscape” — firm_official
- Has podcast — no (medium)
- “Insights” — firm_official
- Books published — 0 (medium)
- “Prior to joining UBS Financial Services, Stacy worked as an accountant at Deloitte & Touche, working with such Seattle companies as Microsoft, Starbucks, and Boeing. He is a graduate from the University of Washington wi” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — none (low)
- “Oster Wealth Management” — firm_official
- Press awards — Barron's Top 1,200 Financial Advisors, 2023, 2024, 2025, Barron's Top 1,500 Financial Advisors, 2026, UBS Wealth Management Pinnacle Council, 2024, 2025, 2026 (high)
- “Barron's Top 1,200 Financial Advisors, 2023, 2024, 2025” — firm_official
- “Barron's Top 1,500 Financial Advisors, 2026” — firm_official
Visual brand
- Has distinct logo — no (high)
- “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Logo url — https://advisors.ubs.com/osterwm/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Visual brand notes — UBS corporate template: white ground, red keys logo, clean sans type. Imagery leans sports and lifestyle — athlete stretching on stadium steps, ocean swimmer, multicultural coworkers — plus square team headshots. (high)
- “<img alt="Athlete stretching on stadium steps" src="mediahandler/dynamicmedia/323180/005_Athletes_Stretching_1033x600.jpg?width=950"” — firm_official
