Kevin Anthony Spano
Investment adviser representative at UBS Asset Management (americas) LLC
11 yearsExperience
1 stateRegistered in
$588.2BFirm assets
37 yearsFirm in business
Are you Kevin Anthony Spano? 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
11 years in the industry.
- UBS Asset Management (americas) LLCApr 2023 to now
- UBS Asset ManagementMay 2019 to now
- UBS Financial ServicesSep 2017 to May 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Sep 2017
- Wells Fargo Advisors, LLC.Nov 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6584709
- Firm CRD
- 106838