Dylan Walsh
Investment adviser representative at UBS Asset Management (americas) LLC
10 yearsExperience
1 stateRegistered in
$588.2BFirm assets
37 yearsFirm in business
Are you Dylan Walsh? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- UBS Asset Management (US) IncMar 2024 to now
- UBS Asset Management (americas) LLCJun 2018 to now
- UnemployedApr 2023 to Feb 2024
- Brownstone Investment Group, LLCDec 2022 to Mar 2023
- UBS Financial Services Inc.Jul 2016 to Nov 2022
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NJ).
UBS Asset Management (americas) LLC
$588.2BAssets managed
433,784Clients
32Advisers
37 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
- 6349455
- Firm CRD
- 106838