Noelle Calara
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.Sep 2025 to now
- UBS Financial Services Inc.Jan 2025 to Jul 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- Northwestern MutualJun 2023 to Aug 2023
- University of WashingtonSep 2021 to Jun 2025
- Husky Union BuildingSep 2021 to Dec 2024
- Thousand Oaks High School, La Reina High and Middle SchoolAug 2015 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7731411
- Firm CRD
- 8174