Justin Hatch
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
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Oct 2023
- K2 IntegrityJun 2021 to Jul 2022
- Cambridge AssociatesJan 2019 to Jun 2021
- Capital One BankNov 2017 to Jan 2019
- Eddie BauerJun 2017 to Oct 2017
- Houghton CollegeSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (DC).
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
- 7608527
- Firm CRD
- 8174