Madeline thomas Gentempo
Investment adviser representative at UBS Financial Services Inc.
10 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
10 years in the industry.
- UBS Financial Services Inc.Nov 2021 to now
- UnemployedAug 2021 to Nov 2021
- Evercore Group L.L.C.Jun 2021 to Aug 2021
- Unemployed/full-time College StudentAug 2020 to Jun 2021
- Evercore Group L.L.C.Jun 2020 to Aug 2020
- Unemployed/full-time StudentJun 2019 to Jun 2020
- Cushing Asset ManagementMay 2019 to Jun 2019
- UnemployedJul 2018 to May 2019
- Camp OzarkMay 2018 to Jul 2018
- UnemployedJan 2011 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7266448
- Firm CRD
- 8174