Matthew Mcnerney
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.Oct 2023 to now
- UBS Financial ServicesMay 2022 to Aug 2023
- Noodles and CompanyMay 2021 to May 2022
- Westmoor Country ClubMay 2020 to Aug 2020
- Door DashOct 2019 to Oct 2023
- University of Wisconsin - MadisonSep 2019 to May 2023
- American Bolt CorpJan 2017 to Jul 2019
- Papa JohnsAug 2016 to Jan 2017
- New Berlin Eisenhower Middle/high SchoolSep 2013 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7568112
- Firm CRD
- 8174