Rollan Jay Degeare
Investment adviser representative at UBS Financial Services Inc.
26 yearsExperience
18 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
26 years in the industry.
- UBS Financial Services Inc.Jul 2021 to now
- Alliance Capital Management LPOct 2000 to now
- Sanford C. Bernstein & Co., LLCNov 2000 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 18 states (AK, CA, CO, DE, FL, GA, IL, MO, NC, NV, NY, OH, OK, PA, TN, TX, VA, VT).
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
- 4243366
- Firm CRD
- 8174