Zachary Walker Sampson
Investment adviser representative at UBS Financial Services Inc.
3 yearsExperience
2 statesRegistered 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
3 years in the industry.
- UBS Financial Services Inc.Apr 2019 to now
- UnemployedMar 2019 to Mar 2019
- Sagepoint Financial, Inc.Feb 2019 to Feb 2019
- Investment Marketing Resources LPJan 2019 to Feb 2019
- StudentSep 2018 to Dec 2018
- The Mather GroupMay 2018 to Aug 2018
- StudentMay 2017 to Apr 2018
- Zuzu's Petals & GiftsSep 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 6497314
- Firm CRD
- 8174