Pierce James Blalock
Investment adviser representative at UBS Financial Services Inc.
12 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
12 years in the industry.
- UBS Financial Services Inc.Jun 2026 to now
- Touchstone Securities Inc.Oct 2024 to May 2026
- UnemployedSep 2023 to Oct 2024
- Touchstone Securities Inc.Aug 2023 to Sep 2023
- Smoothie KingMay 2023 to Aug 2023
- College StudentAug 2022 to May 2023
- UBS Financial Services Inc.Mar 2022 to Aug 2022
- College StudentJan 2021 to Mar 2022
- United Parcel Services Inc.Aug 2020 to Jan 2021
- College StudentSep 2019 to Aug 2020
- Yankee Trace Golf CourseMay 2019 to Sep 2019
- Archer's TavernDec 2018 to Sep 2019
- Dorothy Lane MarketNov 2016 to Dec 2018
- Unemployed StudentJan 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7544644
- Firm CRD
- 8174