Michaella Calubayan
Investment adviser representative at UBS Financial Services Inc.
13 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
13 years in the industry.
- UBS Financial Services Inc.Mar 2025 to now
- EssityJun 2022 to Feb 2025
- Encova Center for Innovation & EntrepreneurshipAug 2021 to May 2022
- Bernhardt DesignAug 2020 to May 2021
- West Virginia University Student Managed Investment FundAug 2020 to May 2021
- Philly Pretzel FactorySep 2019 to Apr 2020
- LPL FinancialJun 2019 to Aug 2019
- UBS Financial Services Inc.Jun 2018 to Aug 2019
- Hungry Howie'sMay 2018 to Aug 2018
- West Virginia UniversityAug 2017 to May 2022
- AerieJun 2016 to Apr 2017
- Washington Township High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6960496
- Firm CRD
- 8174