Maycie Lee Dalley
Investment adviser representative at UBS Financial Services Inc.
11 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
11 years in the industry.
- UBS Financial Services Inc.Jun 2022 to now
- Cta Community SupportsMar 2022 to May 2022
- DabellaFeb 2022 to Mar 2022
- IlpSep 2021 to Dec 2021
- Orange Theory FitnessDec 2020 to Sep 2021
- Olive and CocoaOct 2020 to Dec 2020
- Bronson MedicalJan 2019 to Sep 2020
- Parson's BakerySep 2018 to Nov 2018
- Jersey Mikes SubsMar 2017 to Jul 2017
- Bountiful High SchoolAug 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7578485
- Firm CRD
- 8174