Brandon Scott Crider
Investment adviser representative at UBS Financial Services Inc.
13 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
13 years in the industry.
- UBS Financial Services Inc.May 2024 to now
- TIAASep 2023 to Apr 2024
- TIAA-CREF Individual & Institutional Services, LLCSep 2023 to Apr 2024
- UnemployedJul 2023 to Aug 2023
- UBS Financial Services IncMay 2020 to Jun 2023
- Truliant Federal Credit UnionSep 2016 to May 2020
- The University of North Carolina At CharlotteAug 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7255258
- Firm CRD
- 8174