Clayton Howard Wasson
Investment adviser representative at UBS Financial Services Inc.
12 yearsExperience
2 statesRegistered 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.Oct 2023 to now
- Arizona State UniversityAug 2023 to May 2024
- The Vanguard Group, Inc.Jun 2022 to Jun 2023
- Tucson Country ClubAug 2021 to May 2022
- Flagstaff Ranch Country ClubJun 2021 to Aug 2021
- Tucson Country ClubOct 2020 to May 2021
- University of ArizonaAug 2020 to May 2022
- First Watch RestaurantsFeb 2020 to Aug 2020
- Paradise Valley Community CollegeAug 2018 to May 2020
- UBS Investment BankMay 2018 to Aug 2018
- Arcadia High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 7567613
- Firm CRD
- 8174