Courtney Sommer Freed
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.Mar 2023 to now
- UBS Financial Services.incAug 2022 to now
- The Vanguard Group, Inc.Jun 2021 to Aug 2022
- UBSJun 2020 to Jul 2020
- The Walt Disney CompanyJan 2019 to May 2019
- Jerome Shottenstein CenterMay 2018 to Aug 2018
- The Ohio State UniversityAug 2017 to May 2021
- Outback SteakhouseJun 2017 to Aug 2019
- Bob EvansMay 2016 to Jun 2017
- St. Clairsville High SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7267439
- Firm CRD
- 8174