Ryan Dale Stevens
Investment adviser representative at UBS Financial Services Inc.
15 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
15 years in the industry.
- UBS Financial Services, Inc.Apr 2025 to now
- M. S. Howells & Co.Oct 2021 to Apr 2025
- Ashton Thomas Private Wealth, LLCSep 2021 to Apr 2025
- Wells Fargo Clearing Services, LLCNov 2016 to Sep 2021
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (MT, TX).
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
- 5482945
- Firm CRD
- 8174