Sarah Miu-ying Chambers
Investment adviser representative at UBS Financial Services Inc.
12 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
12 years in the industry.
- UBS Financial Services Inc.May 2023 to now
- Wells Fargo Clearing Services, LLCFeb 2022 to Apr 2023
- N/aAug 2021 to Feb 2022
- Wells Fargo Clearing Services, LLCJun 2021 to Aug 2021
- Abercrombie & Fitch Co.Dec 2020 to Dec 2020
- Abercrombie & Fitch Co.Jul 2020 to Aug 2020
- Abercrombie & Fitch Co.Dec 2019 to Jan 2020
- Aritzia LPDec 2019 to Jan 2020
- Abercrombie & Fitch Co.Nov 2019 to Nov 2019
- Aritzia LPNov 2019 to Nov 2019
- Abercrombie & Fitch Co.May 2019 to Aug 2019
- Aritzia LPMay 2019 to Aug 2019
- Hollister Co.Dec 2018 to Jan 2019
- Purdue UniversityAug 2018 to May 2021
- Hollister Co.Mar 2018 to Aug 2018
- Lowell High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, NC).
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
- 7411399
- Firm CRD
- 8174