Madeleine Paige Odenweller
Investment adviser representative at UBS Financial Services Inc.
11 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
11 years in the industry.
- UBS Financial Services Inc.Aug 2025 to now
- Truist Advisory Services, Inc.Oct 2023 to Aug 2025
- Truist Investment Services, Inc.Jul 2023 to Aug 2025
- RingleJan 2023 to Aug 2023
- TruistJun 2022 to Aug 2022
- AssetmarkJun 2021 to Aug 2021
- The Selling FactoryFeb 2021 to Apr 2021
- PublixApr 2020 to May 2021
- Dairy QueenDec 2019 to Jan 2020
- University of FloridaAug 2019 to May 2023
- Dairy QueenDec 2018 to Aug 2019
- YmcaMar 2018 to May 2018
- Port Charlotte High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6977560
- Firm CRD
- 8174