Hannah Anh Le
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, IncMay 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to May 2025
- Bank of AmericaJun 2020 to Aug 2020
- Institute for Social ResearchMay 2019 to Jun 2021
- College Years In AthensMay 2019 to Jun 2019
- Extended TravelJun 2018 to Aug 2018
- University of MichiganSep 2017 to Apr 2021
- Grand Blanc High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7260643
- Firm CRD
- 8174