Kevin Martin
Investment adviser representative at UBS Financial Services Inc.
11 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you Kevin Martin? Claim your profile
Contact this firm
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
11 years in the industry.
- UBS Financial Services Inc.May 2023 to now
- Morgan StanleyDec 2021 to May 2023
- UBS Financial Services Inc.Jan 2021 to Dec 2021
- New Aim Realty LLCJul 2020 to Dec 2020
- J.crewNov 2019 to Jul 2020
- UnemployedJun 2019 to Nov 2019
- Newark Natural Foods Co-opJun 2018 to Jun 2019
- University of DelawareAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7318967
- Firm CRD
- 8174