Benjamin J Meyer
Investment adviser representative at UBS Financial Services Inc.
12 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
12 years in the industry.
- UBS Financial Services Inc.Nov 2025 to now
- UBSOct 2025 to now
- UnemployedMay 2025 to Oct 2025
- StifelJul 2023 to May 2025
- Ameriprise Financial Services - Impact Financial GroupAug 2021 to Jul 2023
- UBS - the Burish GroupJan 2020 to Jul 2020
- Madison BoatsMay 2019 to Aug 2019
- Ahlstrom-munksjo ThilmanyMay 2018 to Aug 2018
- Uw MadisonAug 2017 to May 2021
- Xavier High SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7213059
- Firm CRD
- 8174