Madison Starr
Investment adviser representative at UBS Financial Services Inc.
15 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
15 years in the industry.
- UBS Financial Services Inc.Jul 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Jul 2025
- Standard IndustriesJan 2022 to Sep 2022
- Stevens Institute of TechnologyAug 2021 to Dec 2022
- USA TriathlonFeb 2021 to Dec 2021
- The Tokeneke ClubJul 2020 to Dec 2020
- Fox CorporationFeb 2020 to Apr 2020
- Sports Recruits LLCMay 2019 to Sep 2019
- Wagner CollegeSep 2017 to May 2021
- New Canaan High SchoolSep 2014 to Jun 2017
- Saxe Middle SchoolSep 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 7668262
- Firm CRD
- 8174