Tabitha Marion Ghahari
Investment adviser representative at UBS Asset Management (americas) LLC
12 yearsExperience
1 stateRegistered in
$588.2BFirm assets
37 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 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
12 years in the industry.
- UBS Asset Management (americas) LLCMar 2026 to now
- UBS Asset Management (US) Inc.Mar 2026 to now
- JP Morgan Chase Bank, N.A.Oct 2023 to Mar 2026
- J.P. Morgan Securities LLCSep 2023 to Mar 2026
- First Republic Investment Management, IncJun 2022 to Sep 2023
- First Republic Securities Company, LLCJun 2022 to Sep 2023
- Morgan StanleyOct 2014 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6405435
- Firm CRD
- 106838