Amantia Muhedini
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.Mar 2020 to now
- TravelDec 2019 to Mar 2020
- Morgan StanleyJun 2019 to Aug 2019
- Columbia UniversitySep 2018 to Dec 2019
- Working Capital Investment Fund (humanity United)Jun 2018 to Dec 2018
- HomestayDec 2017 to Jun 2018
- Columbia UniversitySep 2017 to Dec 2017
- TravelAug 2017 to Sep 2017
- Humanity UnitedAug 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 7097982
- Firm CRD
- 8174