Emma Messenger
Investment adviser representative at UBS Financial Services Inc.
22 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
22 years in the industry.
- UBS Financial Services Inc.Jun 2021 to now
- Suny New PaltzJan 2020 to May 2021
- Morgan StanleyJun 2019 to Apr 2020
- District Office of Congressman Sean Patrick MaloneyMay 2019 to Aug 2019
- Suny New PaltzAug 2018 to May 2019
- Suny OneontaAug 2017 to May 2018
- SportsplexJun 2016 to Aug 2017
- Marlboro Central School DistrictSep 2004 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7126127
- Firm CRD
- 8174