Yvette Tammi Wright
Investment adviser representative at UBS Financial Services Inc.
15 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- UBS Financial Services Inc.Jan 2024 to now
- UnemployedMar 2022 to Jan 2024
- Lincoln Financial DistributorsFeb 2022 to Mar 2022
- UnemployedSep 2021 to Feb 2022
- Miramontes CapitalOct 2018 to Aug 2021
- Purshe Kaplan Sterling InvestmentsOct 2018 to Aug 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2018
- Wells Fargo Advisors, LLCMay 2011 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2446592
- Firm CRD
- 8174