Isabelle Patricia Mullane
Investment adviser representative at UBS Financial Services Inc.
13 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
13 years in the industry.
- UBS Financial Services Inc.Feb 2022 to now
- HomemakerAug 2021 to Jan 2022
- Hartford Orthopedic SurgeonsDec 2020 to Jul 2021
- Somatic Wellness Counseling - Natalievescovipoirier.comJun 2020 to Dec 2020
- UnemployedApr 2020 to Apr 2020
- Berkshire Facial SurgeryAug 2019 to May 2020
- University of Massachusetts - AmherstAug 2017 to Mar 2019
- Belleluc Petite SpaMay 2014 to Jul 2019
- Easthampton High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7496704
- Firm CRD
- 8174