Paige Freckleton
Investment adviser representative at UBS Financial Services Inc.
15 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
15 years in the industry.
- UBS Financial Services, IncNov 2023 to now
- Janney Montgomery Scott LLCAug 2021 to Nov 2023
- University of ConnecticutAug 2019 to May 2021
- Highland Park MarketJun 2018 to Feb 2019
- Bengston & Smith P.C.May 2018 to Aug 2018
- Fairfield UniversityAug 2017 to May 2019
- Legowski & Associates LtdDec 2016 to Apr 2017
- Farmington High SchoolSep 2013 to Jun 2017
- UnemployedJan 2011 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7421002
- Firm CRD
- 8174