Declan Christopher Horan
Investment adviser representative at UBS Financial Services Inc.
15 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
15 years in the industry.
- UBS Financial Services Inc.Jan 2023 to now
- New York Life Insurance CompanyMay 2022 to Sep 2022
- The Manor At Silo FallsMay 2021 to Dec 2022
- GovcontractprosMay 2021 to Dec 2021
- TrugreenMay 2020 to Aug 2020
- Argyle Country ClubMay 2019 to Aug 2019
- University of South CarolinaAug 2018 to May 2022
- Norbeck Country ClubDec 2016 to Aug 2018
- Full Time StudentJan 2011 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7526277
- Firm CRD
- 8174