Orkhan Beniaminov
Investment adviser representative at UBS Financial Services Inc.
12 yearsExperience
1 stateRegistered in
CFADesignation
$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
12 years in the industry.
- UBS Financial Services, Inc.Sep 2025 to now
- Foreside Fund Services, LLCJan 2022 to Sep 2025
- Global X Management Company LLCOct 2021 to Sep 2025
- UBS Financial ServicesOct 2017 to Oct 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2017
- Wells Fargo Advisors LLCApr 2014 to Nov 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6234620
- Firm CRD
- 8174