Olapeju Togunde
Investment adviser representative at UBS Financial Services Inc.
3 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$915.8BFirm assets
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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.Aug 2019 to now
- The Vineyard Wine Bar & TrattoriaJun 2019 to Jul 2019
- University of Richmond, the CellarJan 2019 to May 2019
- University of Richmond, Office of AdmissionsMar 2017 to May 2019
- University of Richmond, Center for Student InvolvementAug 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6948319
- Firm CRD
- 8174