Chase D Lalonde
Investment adviser representative at UBS Financial Services Inc.
10 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
10 years in the industry.
- UBS Financial Services Inc.Jun 2025 to now
- Morgan StanleyFeb 2025 to May 2025
- Laz ParkingSep 2024 to Feb 2025
- UnemployedApr 2024 to Sep 2024
- Youfit GymsOct 2023 to Apr 2024
- UBSMay 2023 to Aug 2023
- Florida State UniversityJan 2023 to May 2023
- Golf Club At SummerbrookeOct 2022 to Jan 2023
- Saint Marks Episcopalian SchoolJun 2022 to Aug 2022
- Florida State UniversityJan 2022 to Jun 2022
- American Valet ServicesAug 2021 to Jan 2022
- IntraparkJun 2021 to Aug 2021
- Florida State UniversityAug 2020 to Jun 2021
- Chilln Nitrogen Ice CreamOct 2018 to Aug 2020
- Jacks Old Fashion Hamburger HouseFeb 2018 to Aug 2018
- UnemployedFeb 2015 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7738736
- Firm CRD
- 8174