Kiley Rose Migliorini
Investment adviser representative at UBS Financial Services Inc.
9 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
9 years in the industry.
- UBS Financial Services, Inc.Dec 2022 to now
- Amazon.com, Inc.Jul 2022 to Dec 2022
- Self-employed / N/aFeb 2022 to Jul 2022
- University of Southern CaliforniaAug 2021 to Feb 2022
- UBS Financial Services, Inc.Sep 2020 to Jun 2021
- Self-employed / N/aMay 2019 to Aug 2019
- University of Southern CaliforniaAug 2017 to May 2021
- Notre Dame High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7293810
- Firm CRD
- 8174