Brandon R West
Investment adviser representative at UBS Financial Services Inc.
10 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
10 years in the industry.
- UBS Financial Services, Inc.Jul 2025 to now
- Morgan Stanley Smith Barney LLCNov 2021 to Jul 2025
- Bank of AmericaDec 2020 to Oct 2021
- UnemployedJan 2020 to Nov 2020
- Mccullough & Associates LLCSep 2019 to Dec 2019
- UnemployedJul 2019 to Aug 2019
- Uc Santa BarbaraJul 2017 to Jun 2019
- College of MarinJul 2016 to Jul 2017
- Red Boy PizzaJun 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7457018
- Firm CRD
- 8174