Austin Stoll
Investment adviser representative at UBS Financial Services Inc.
14 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
14 years in the industry.
- UBS Financial Services Inc.Sep 2021 to now
- UnemployedAug 2021 to Sep 2021
- Fifth Third BankAug 2019 to Aug 2021
- Donley Concrete Cutting Inc.May 2019 to Aug 2019
- Miami UniversityAug 2018 to May 2019
- Kentucky SpeedwayMay 2018 to Aug 2018
- Lowe's Home ImprovementMay 2018 to Aug 2018
- Miami UniversityAug 2017 to May 2018
- Four Bridges Country ClubMay 2017 to Aug 2017
- Full Time StudentMar 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7417585
- Firm CRD
- 8174