Caleb Jordan Stauch
Investment adviser representative at UBS Financial Services Inc.
10 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
10 years in the industry.
- UBS Financial Services Inc.Jul 2022 to now
- HomemakerMay 2022 to Jul 2022
- Medmetry IncApr 2022 to May 2022
- HomemakerOct 2021 to Apr 2022
- Cross Country HealthcareApr 2021 to Oct 2021
- Velocity, A Managed Services CompanyDec 2019 to Apr 2021
- Schwan's Home ServicesJan 2019 to Dec 2019
- Pontoon SolutionsJun 2018 to Dec 2018
- HomemakerMar 2018 to Jun 2018
- Fedex GroundAug 2017 to Mar 2018
- HomemakerMay 2017 to Aug 2017
- Hungry Howie'sJan 2017 to May 2017
- Jet's PizzaJun 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7594874
- Firm CRD
- 8174