Anna Joy Machin
Investment adviser representative at UBS Financial Services Inc.
10 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
10 years in the industry.
- UBS Financial Services Inc.May 2023 to now
- Commonwealth Financial NetworkApr 2022 to May 2023
- Coghill Investment Strategies, LLCApr 2022 to Apr 2023
- Federated Global Investment Management CorpJan 2017 to Apr 2022
- Federated Investment CounselingJan 2017 to Apr 2022
- Mdt Advisers, A Division of Federated Mdta LLCJan 2017 to Apr 2022
- Federated Hermes, Inc.Jun 2016 to Apr 2022
- Federated Securities CorpJun 2016 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6663591
- Firm CRD
- 8174