Zachary Martin
Investment adviser representative at UBS Financial Services Inc.
19 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
19 years in the industry.
- UBS Financial Services, Inc.Aug 2023 to now
- UBS Financial Services, Inc.Jun 2022 to Aug 2022
- Campbell Soup CompanyMay 2021 to Aug 2021
- United States Census BureauJul 2020 to Sep 2020
- Koch Funeral HomeJun 2020 to Aug 2020
- State College Area School DistrictNov 2019 to May 2023
- The Pennsylvania State UniversityJun 2019 to May 2023
- Highland Holding GroupAug 2017 to Aug 2022
- State College Area School DistrictAug 2007 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7534321
- Firm CRD
- 8174