Breanna Kay Lehman
Investment adviser representative at UBS Financial Services Inc.
14 yearsExperience
2 statesRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you Breanna Kay Lehman? Claim your profile
Contact this firm
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
14 years in the industry.
- UBS Financial Services Inc.Jul 2022 to now
- Vinaka CafeJul 2021 to May 2022
- The Naked CafeMay 2021 to Jul 2021
- Peet's CofeeJan 2020 to May 2021
- Pacific Motion Dance CentreJun 2018 to Jan 2020
- Full Time StudentJun 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, SC).
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
- 7567075
- Firm CRD
- 8174