Danielle Janet Blaser
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.Jun 2024 to now
- M1 FinanceFeb 2022 to May 2024
- Awa MeetingsDec 2021 to Jan 2024
- Self EmployedAug 2021 to Dec 2021
- Exmoor Country ClubMay 2021 to Aug 2021
- Earls Bar and KitchenFeb 2021 to Apr 2021
- Exmoor Country ClubMay 2020 to Aug 2020
- Intellia TheraputicsJun 2019 to Aug 2019
- Exmoor Country ClubMay 2018 to Aug 2018
- Boston UniversityAug 2017 to May 2021
- UnemployedMay 2017 to Aug 2017
- Libertyville High SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7566677
- Firm CRD
- 8174