Michaela Lavin O'connell
Investment adviser representative at UBS Financial Services Inc.
12 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
12 years in the industry.
- UBS Financial Services Inc.Nov 2023 to now
- UBSOct 2023 to now
- Sanford C. Bernstein & Co., LLCJan 2022 to Oct 2023
- Sakari SalonAug 2020 to Sep 2021
- The Vanguard Group, Inc.Jul 2020 to Jan 2022
- Spargo Inc.May 2018 to Jul 2018
- Mattens Floral and GiftDec 2017 to Jan 2018
- Susquehanna University Career CenterAug 2017 to May 2020
- Camp Orchard HillMay 2017 to Aug 2017
- Susquehanna UniversityAug 2016 to May 2020
- Newberry Country ClubApr 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7279346
- Firm CRD
- 8174