Emily Elizabeth Titus
Investment adviser representative at UBS Financial Services Inc.
7 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
7 years in the industry.
- UBS Financial Services Inc.Dec 2021 to now
- UBS Financial Services Inc.Jun 2021 to Aug 2021
- First Watch Daytime CafeJan 2021 to Oct 2021
- John Carroll UniversityAug 2020 to Jun 2021
- The Lake House Resort and SpaJun 2020 to Aug 2020
- John Carroll UniversityAug 2019 to Jun 2020
- Kingdom Developers Inc.Jan 2019 to May 2019
- Bristol Harbour ResortJun 2017 to Aug 2019
- M/body Fitness Wellness CenterJun 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7397339
- Firm CRD
- 8174