Britney Ann Ellman
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.Aug 2024 to now
- N/aJan 2024 to Aug 2024
- Marist College Academic Learning CenterSep 2023 to Sep 2023
- UBS Financial Services Inc.Jun 2023 to Aug 2023
- Marist College Office of Undergraduate AdmissionFeb 2020 to May 2023
- Marist CollegeAug 2019 to Jan 2024
- All Sport Health & FitnessFeb 2019 to Jul 2019
- Town of East Fishkill RecreationMay 2018 to Aug 2018
- Beekman Recreation & ParksMay 2017 to Aug 2017
- Arlington High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7708905
- Firm CRD
- 8174