Brandon Leigh Burleigh
Investment adviser representative at UBS Financial Services Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$915.8BFirm assets
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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
12 years in the industry.
- UBS Financial Services Inc.Aug 2026 to now
- Bank of America, N.A.Jan 2023 to Aug 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to Aug 2026
- Northwestern Mutual Wealth Management CompanyJun 2022 to Oct 2022
- Mass MutualApr 2022 to Apr 2022
- Northwestern Mutual Investment Services LLCDec 2021 to Oct 2022
- Northwestern Mutual Life Insurance CompanyApr 2021 to Oct 2022
- Post UniversityMay 2020 to May 2022
- Yb Association LLCSep 2018 to Nov 2022
- StudentAug 2017 to May 2022
- Naugatuck Valley Community CollegeAug 2017 to May 2020
- Armed ForcesMar 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
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
- 7458688
- Firm CRD
- 8174