Evian Clutch
Investment adviser representative at UBS Financial Services Inc.
20 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
20 years in the industry.
- UBS Financial Services Inc.Jun 2026 to now
- Eagles New Generation LLCDec 2022 to now
- CitigroupNov 2024 to Jun 2026
- UnemployedOct 2022 to Dec 2022
- UBS Financial Services Inc.Nov 2017 to Oct 2022
- HSBC Bank USAAug 2006 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4550670
- Firm CRD
- 8174