Ryan Edwin Coffey
Investment adviser representative at UBS Financial Services Inc.
6 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
6 years in the industry.
- UBS Financial Services Inc.Nov 2020 to now
- Education At WorkMay 2020 to Sep 2020
- UBS Financial ServicesSep 2019 to Jan 2020
- Alvarez & MarsalMay 2019 to Aug 2019
- Alvarez & MarsalMay 2018 to Aug 2018
- University of CincinnatiMay 2016 to Dec 2020
- Skyline ChiliSep 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7176245
- Firm CRD
- 8174