Lindsi Clayton
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you Lindsi Clayton? 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
10 years in the industry.
- UBS Financial Services Inc.Aug 2021 to now
- Founders Group, LLCMar 2020 to Aug 2021
- Randstad SourcerightApr 2019 to Jan 2020
- Your Helping Paws, LLCOct 2018 to Feb 2019
- Vca Tanglewood Animal HospitalFeb 2018 to Oct 2018
- Favor DeliveryJan 2018 to Feb 2018
- Kindle Coconut, LLCAug 2017 to Sep 2018
- Quantum Material CorpJun 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7399620
- Firm CRD
- 8174