Michael Beaulieu
Investment adviser representative at UBS Financial Services Inc.
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- UBS Financial Services Inc.Dec 2024 to now
- Retire Smart, LLCMay 2023 to Nov 2024
- Smart Wealth, LLCMay 2023 to Nov 2024
- Ameritas Advisory Services, LLCSep 2022 to May 2023
- Ameritas Investment Company, LLCApr 2022 to May 2023
- Ameritas Financial Center/plan G FinancialJun 2021 to May 2023
- Ameritas Wealth AdvisorsJun 2021 to May 2023
- Envision Wealth NetworkJun 2021 to May 2023
- Full Time StudentMar 2012 to May 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 7404689
- Firm CRD
- 8174