Shanya Yallaly
Investment adviser representative at UBS Financial Services Inc.
7 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
7 years in the industry.
- UBS Financial Services Inc.Jun 2022 to now
- Rockefeller Financial LLCFeb 2022 to Jun 2022
- Merrill LynchJun 2021 to Feb 2022
- Gwfs Equities, IncJan 2021 to Jun 2021
- Fidelity InvestmentsJun 2020 to Jan 2021
- UnemployedMar 2020 to Jun 2020
- Hilltop Tap HouseJan 2020 to Mar 2020
- Pilates Pro-marina Del ReyAug 2019 to Nov 2019
- Tortugo Brewing CompanyMay 2019 to Nov 2019
- EquinoxMar 2019 to Nov 2019
- World WizoMay 2018 to Aug 2018
- Lmu Conference and Events ServicesSep 2017 to Dec 2018
- Edelman BeijingMay 2017 to Aug 2017
- Loyola Marymount UniversityAug 2015 to May 2019
- AthletaJun 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7265804
- Firm CRD
- 8174