Ichiro Kubozono
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.Sep 2024 to now
- Inancial Services Inc.Aug 2024 to now
- UBS Securities LLCJun 2023 to Aug 2023
- KreinJan 2023 to May 2023
- Toor Cummings Center of International Studies and the Liberal ArAug 2022 to May 2024
- VinacapitalJun 2022 to Aug 2022
- Connecticut College Admissions OfficeSep 2021 to May 2024
- Baker MckenzieNov 2020 to Jan 2021
- Connecticut CollegeAug 2020 to May 2024
- Reel YouthMay 2019 to Jul 2019
- Magee Secondary SchoolAug 2016 to May 2020
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
- 7744531
- Firm CRD
- 8174