David Kenneth Moyer
Investment adviser representative at UBS Financial Services Inc.
12 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
12 years in the industry.
- UBS Financial Services Inc.May 2023 to now
- Campus Crusade for ChristMay 2022 to May 2023
- Total Wealth PlanningDec 2021 to Jan 2022
- DoordashMay 2021 to May 2022
- InstacartMay 2021 to May 2022
- TargetDec 2020 to Jan 2021
- TargetMay 2020 to Aug 2020
- Miami UniversityAug 2018 to May 2022
- TargetMay 2018 to Aug 2019
- Chick Fil AMay 2018 to Aug 2018
- Dayton Christian High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7735545
- Firm CRD
- 8174