Ashley Amirsakis
Investment adviser representative at UBS Financial Services Inc.
6 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
6 years in the industry.
- UBS Financial Services, Inc.Sep 2021 to now
- Wee Burn Country ClubJun 2021 to Aug 2021
- J.crewNov 2019 to Aug 2021
- The Catholic University of AmericaAug 2019 to May 2023
- Metropolitan Section Pga, IncJul 2019 to Aug 2019
- Unger Publishing - SerendipityMay 2019 to Jun 2019
- Self-employedDec 2015 to Jul 2018
- Darien High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (DC).
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
- 7442868
- Firm CRD
- 8174