Chase T Meulebrouck
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.Jul 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Jul 2025
- Silver Spoon RistoranteJun 2021 to Sep 2021
- Papa Joes Gourmet MarketJun 2020 to Sep 2020
- National Ladder & Scaffold CoDec 2019 to Jan 2020
- Upland Hills FarmJun 2019 to Sep 2019
- Grand Valley State UniversityAug 2018 to Jun 2022
- Mr. C's Car WashJun 2018 to Sep 2018
- Rochester Adams High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7608704
- Firm CRD
- 8174