Rodelyn Andres Kupfersmid
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.Nov 2025 to now
- Not EmployedSep 2025 to Nov 2025
- Seia LLCJun 2025 to Sep 2025
- Ses LLCJun 2025 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Jun 2025
- Charles Schwab & Co., Inc.Sep 2018 to Nov 2019
- Charles Schwb BankSep 2018 to Nov 2019
- Fidelity Personal and Workplace AdvisorsJul 2018 to Sep 2018
- Sur La TableMay 2017 to Aug 2017
- Fidelity InvestmentsNov 2010 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2009
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
- 2512055
- Firm CRD
- 8174