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Brian Anthony Crow

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.

  1. UBS Financial Services Inc.Sep 2024 to now
  2. Ameriprise Financial Services, LLCNov 2020 to Sep 2024
  3. Springhill SuitesJun 2019 to Aug 2019
  4. Domino's PizzaOct 2018 to Mar 2019
  5. University of ArkansasAug 2018 to May 2022
  6. Sprouts Farmers MarketAug 2016 to Dec 2016
  7. Del Norte High SchoolAug 2014 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

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
7313183
Firm CRD
8174
Advisor's SEC record (opens in a new tab)
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