George Scott Marlow
Investment adviser representative at UBS Financial Services Inc.
22 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
22 years in the industry.
- UBS Financial Services, IncAug 2023 to now
- Freehouse Capital PartnersMay 2022 to May 2023
- CitgroupJul 2021 to May 2022
- Atlas SandJun 2019 to Jun 2020
- University of Texas At AustinAug 2017 to May 2021
- Fort Worth Country Day HighschoolAug 2004 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
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
- 7416738
- Firm CRD
- 8174