Kaitlin Zeek Robinson
Investment adviser representative at UBS Financial Services Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$915.8BFirm assets
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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
11 years in the industry.
- UBS Financial Services Inc.Aug 2026 to now
- Fidelity InvestmentsMar 2025 to Aug 2026
- Fidelity Personal and Workplace AdvisorsJul 2018 to Aug 2026
- Fidelity Brokerage Services LLCNov 2016 to Aug 2026
- Fidelity Investments Insitutional Services IncSep 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (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
- 6149449
- Firm CRD
- 8174