Alyssa Xedus
Investment adviser representative at UBS Financial Services Inc.
10 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
10 years in the industry.
- UBS Financial Services Inc.Mar 2021 to now
- JPMorgan Securities, LLC.Jan 2020 to Mar 2021
- JPMorgan Chase Bank, NAJun 2019 to Mar 2021
- Club CorpOct 2018 to Jan 2019
- Wilson Sporting GoodsMar 2017 to Jun 2019
- Colorado State CapitolNov 2016 to Mar 2017
- Freebird Stores, Inc.Oct 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, GA).
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
- 7216979
- Firm CRD
- 8174