Natalie Rose Taylor
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.Dec 2022 to now
- First Republic Investment Management, IncApr 2021 to Dec 2022
- First Republic Securities Company, LLCApr 2021 to Dec 2021
- Cable Hill Partners, LLCJun 2020 to Apr 2021
- UBS Financial ServicesSep 2018 to Jun 2020
- Unemployed - TravelJan 2018 to Sep 2018
- Farallon Capital Management LLCSep 2015 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7014164
- Firm CRD
- 8174