Alisa Melkonyan
Investment adviser representative at UBS Financial Services Inc.
12 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you Alisa Melkonyan? Claim your profile
Contact this firm
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.Jan 2024 to now
- J.P. Morgan Securities LLCOct 2023 to Dec 2023
- JPMorgan Chase Bank, N.A.Jun 2023 to Dec 2023
- First Republic Investment Management, IncJan 2022 to Jun 2023
- First Republic Securities Company, LLCJan 2022 to Jun 2023
- UnemployedSep 2021 to Dec 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Aug 2021
- California State University, NorthridgeAug 2017 to May 2019
- Chase BankMay 2017 to Mar 2020
- Santa Monica CollegeFeb 2017 to Dec 2017
- UnemployedJan 2017 to Feb 2017
- American Unitersity of Armenia Student Success CenterSep 2016 to Dec 2016
- American University of ArmeniaSep 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7240158
- Firm CRD
- 8174