Devin Katherine Callaghan
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.Oct 2021 to now
- West Chop ClubMay 2021 to Sep 2021
- Yankee CandleNov 2020 to Apr 2021
- West Chop ClubJun 2020 to Aug 2020
- Umass Amherst Office of Computer and Information SciencesSep 2018 to May 2021
- Southwick Package StoreJun 2018 to Jan 2021
- Genesis Spiritual Life CenterJun 2018 to Jan 2020
- Full-time EducationJun 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 7443421
- Firm CRD
- 8174