Ronald Conor Alcott
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$915.8BFirm assets
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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
10 years in the industry.
- UBS Financial Services Inc.Apr 2026 to now
- Morgan Stanley Private Bank, N.AMay 2023 to Mar 2026
- Morgan StanleyMar 2021 to Mar 2026
- UnemployedMar 2020 to Mar 2021
- Baco RealtyJan 2020 to Mar 2020
- UnemployedAug 2019 to Jan 2020
- Real Capital AnalyticsJun 2019 to Aug 2019
- Law Offices of Steven L. WalkerJul 2018 to Apr 2019
- UnemployedSep 2017 to Jul 2018
- Hearth 61Jun 2017 to Sep 2017
- UnemployedSep 2016 to Jun 2017
Designations
- CFP® certification
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
- 7327625
- Firm CRD
- 8174