Samuel Glickman
Investment adviser representative at UBS Financial Services Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- UBS Financial Services Inc.Jun 2026 to now
- PNC Wealth ManagementMar 2026 to Apr 2026
- UBS Financial ServicesJul 2024 to Mar 2026
- UBS Financial ServicesNov 2021 to Jun 2024
- University of Central FloridaAug 2020 to May 2024
- Walton High SchoolAug 2016 to May 2020
- Bluming CreativityJan 2015 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7461472
- Firm CRD
- 8174