Mike marcos Tavitian
Investment adviser representative at UBS Financial Services Inc.
9 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
9 years in the industry.
- UBS Financial Services Inc.Jul 2025 to now
- Wells Fargo Clearing Services, LLCFeb 2025 to Jul 2025
- UBS Financial Services, Inc.Feb 2023 to Feb 2025
- Farmers InsuranceNov 2021 to Jan 2023
- State Farm InsuranceJun 2020 to Oct 2021
- UBS Financial Services, Inc.Jan 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 6396681
- Firm CRD
- 8174