Tyler Emery Bret
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.Jul 2025 to now
- The University of Missouri, Office of InvestmentsAug 2024 to May 2025
- UBS Financial ServicesDec 2023 to Jan 2024
- UBS Financial ServicesMay 2023 to Aug 2023
- Kendra ScottNov 2022 to Jan 2023
- The Missouri BankAug 2022 to May 2024
- Kendra ScottMay 2022 to Aug 2022
- University of MissouriAug 2021 to May 2025
- Beauty BrandsAug 2020 to Aug 2021
- Jose PeppersJun 2020 to Aug 2020
- Mill Valley High SchoolAug 2017 to May 2021
- Monticello Trails Middle SchoolAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7744539
- Firm CRD
- 8174