Susan D Hanney
Investment adviser representative at UBS Financial Services Inc.
29 yearsExperience
2 statesRegistered 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
29 years in the industry.
- UBS Financial Services Inc.Aug 2022 to now
- Park City School DistrictAug 2019 to Jun 2020
- All Seasons ResortJun 2019 to Nov 2019
- XploreApr 2019 to Mar 2020
- On Your MarksMar 2019 to Jun 2019
- Weileman School of DiscoveryJun 2018 to Aug 2018
- Berkshire Hathaway Home Services Utah PropertiesSep 2017 to Aug 2022
- Salomon Smith Barney Inc.Aug 1997 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 2948156
- Firm CRD
- 8174