Heidi R Reyes
Investment adviser representative at UBS Financial Services Inc.
13 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
13 years in the industry.
- UBS Financial Services Inc.Jan 2023 to now
- Alden Investment AdvisorsFeb 2022 to Dec 2022
- J Alden Associates, Inc.Feb 2022 to Dec 2022
- Cambridge Investment Research Advisors, Inc.Oct 2021 to Feb 2022
- Cambridge Investment Research, Inc.Oct 2021 to Feb 2022
- UnemployedJul 2021 to Oct 2021
- Hightower Advisors, LLCApr 2017 to Jun 2021
- Hightower Securities, LLCApr 2017 to Jun 2021
- UBS Financial Services IncJul 2013 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 4991411
- Firm CRD
- 8174