Matthew Reimann
Investment adviser representative at UBS Financial Services Inc.
15 yearsExperience
3 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 2022 to now
- Capitol Securities ManagementJul 2021 to Sep 2022
- City of Louisville Parks and RecMay 2020 to Aug 2020
- City of Louisville Parks and RecMay 2019 to Aug 2019
- Boulder LawnsMay 2018 to Aug 2018
- Virginia Military InstituteAug 2017 to May 2021
- Home DepotMar 2017 to Aug 2017
- SchoolJan 2011 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, VA).
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
- 7406021
- Firm CRD
- 8174