Taylor Joseph Wolf
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.Feb 2019 to now
- Agency for the Performing ArtsMar 2018 to Jan 2019
- Anschutz Entertainment GroupJun 2017 to Feb 2018
- Barney's BeaneryMar 2017 to May 2017
- The Vanguard Group, Inc.Aug 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 6696442
- Firm CRD
- 8174