Alexandra Crockett Franz
Investment adviser representative at UBS Financial Services Inc.
19 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
19 years in the industry.
- UBS Financial Services Inc.Dec 2025 to now
- UBSJul 2025 to now
- Durham UniversitySep 2024 to now
- Voya FinancialJun 2024 to Aug 2024
- Morgan StanleyJun 2023 to Aug 2023
- Willis Towers WatsonMay 2022 to Aug 2022
- Lacrosse UnlimitedMay 2021 to Sep 2021
- Colby CollegeAug 2020 to May 2024
- Abercrombie & Fitch Co.Sep 2019 to Aug 2020
- Centercourt Sports AcademyJun 2019 to Dec 2021
- School District of ChathamSep 2007 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7720838
- Firm CRD
- 8174