Zachary Taylor Brown
Investment adviser representative at UBS Financial Services Inc.
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- UBS Financial Services Inc.Sep 2023 to now
- Bank of America, N.A.Jan 2022 to Sep 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2021 to Sep 2023
- Northwestern Mutual Investment Services LLCApr 2021 to Aug 2021
- Drew StevensFeb 2021 to Aug 2021
- Jarrod StokesJan 2021 to Aug 2021
- UnemployedNov 2020 to Jan 2021
- Highline Services LLCNov 2020 to Nov 2020
- UnemployedJun 2020 to Sep 2020
- Sc Retirement System Investment CommissionMay 2019 to Mar 2020
- Superior Grounds LLCMay 2018 to Sep 2018
- University of South Carolina Department of CriminologyAug 2016 to May 2020
- University of South Carolina Campus RecreationJun 2014 to Aug 2018
- StudentAug 2011 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
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
- 7330680
- Firm CRD
- 8174