Zachary Donovan Werner
Investment adviser representative at UBS Financial Services Inc.
12 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
12 years in the industry.
- UBS Financial Services Inc.Apr 2022 to now
- Bank of America, N.A.Feb 2020 to Mar 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2019 to Mar 2022
- UnemployedAug 2019 to Dec 2019
- Wells FargoDec 2018 to Aug 2019
- Werner LandscapingAug 2018 to Nov 2018
- Bob's Trophy ChartersJun 2018 to Aug 2018
- Cincinnati Nature CenterJun 2017 to Aug 2017
- University of CincinnatiAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7207877
- Firm CRD
- 8174