Sarah W Robinson
Investment adviser representative at UBS Financial Services Inc.
11 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
11 years in the industry.
- UBS Financial Services Inc.Jun 2026 to now
- Morgan StanleyMay 2020 to Jun 2026
- UnemployedMar 2020 to May 2020
- Eldo Bar and GrillFeb 2020 to Mar 2020
- UnemployedNov 2019 to Feb 2020
- New York Life Insurance CompanyAug 2018 to Nov 2019
- Cahaba DermatologyDec 2017 to Oct 2019
- Buffalo Wild WingsJul 2016 to Oct 2019
- University of Alabama - BirminghamSep 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6990798
- Firm CRD
- 8174