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Samuel Edward Hussey

Investment adviser representative at UBS Financial Services Inc.
8 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

8 years in the industry.

  1. UBS Financial Services Inc.Sep 2024 to now
  2. Malibu Taco FairfieldJun 2024 to Aug 2024
  3. UBS Financial ServicesJun 2023 to Aug 2023
  4. UBS Financial ServicesJul 2022 to Sep 2022
  5. The Parrot Hull- Eat Local Restaurant GroupMay 2022 to Dec 2023
  6. The Sinclair Restaurant GroupMay 2021 to Aug 2021
  7. University of RichmondAug 2020 to May 2024
  8. Saugatuck Sweets Ice CreamMay 2020 to Aug 2020
  9. Fairfield Ludlowe High SchoolJan 2019 to Jun 2020
  10. Nona's Homemade Ice CreamAug 2017 to Dec 2019
  11. Hingham High SchoolSep 2016 to Jan 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
7561408
Firm CRD
8174
Advisor's SEC record (opens in a new tab)
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