Edrix M Paradizo
Investment adviser representative at UBS Financial Services Inc.
10 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
10 years in the industry.
- UBS Financial Services Inc.Dec 2025 to now
- PNC BankDec 2023 to Dec 2025
- UnemployedNov 2022 to Dec 2023
- Thor CompaniesMay 2022 to Nov 2022
- Enterprise Rent-a-carMar 2021 to May 2022
- UnemployedMay 2020 to Mar 2021
- Staten Island YankeesFeb 2020 to May 2020
- Orange Bowl CommitteeJul 2019 to Feb 2020
- UnemployedMay 2019 to Jul 2019
- Miami OpenMar 2019 to May 2019
- St. Thomas UniversityAug 2018 to May 2019
- UnemployedJun 2017 to Aug 2018
- Legg Mason & Co LLCJan 2017 to Jun 2017
- Strategic Financial SolutionsOct 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6594895
- Firm CRD
- 8174